Search found 18 matches

by jwendellp
Sun Feb 11, 2024 2:05 pm
Forum: General questions and comments
Topic: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page
Replies: 2
Views: 6668

Re: FEATURE REQUEST: Move Up/Down on Manage Scenarios Page

I'd second the request for being able to re-order scenarios in the Manage Scenarios page.
by jwendellp
Wed Jul 12, 2023 7:39 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 107758

Re: Roth Conv taxes

Fantastic! Thanks, Jim!
by jwendellp
Wed Jul 12, 2023 7:36 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 107758

Re: Roth Conv taxes

Ok, thanks. So, I all is needed is to use a Roth Conversion cash flow type and it will auto-magically take care of taxes based on the other income tax rate entries?
by jwendellp
Wed Jul 12, 2023 12:18 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 107758

Re: Roth Conv taxes

Jim, I'm back to being confused about the proper inputs for Roth Conversions, and am hoping you can clarify the best way to handle the inputs. My confusion is based on: 1) Your post here in this thread stating that FRP accounts for the tax on Roth conversions, 2) But, I seem to recall that somewhere...
by jwendellp
Sat Jul 09, 2022 1:13 pm
Forum: General questions and comments
Topic: Savings Input
Replies: 4
Views: 10169

Re: Savings Input

Hi Jim, I also have this concern and would love to see a simplified approach with a separate taxable account asset category for non-volatile savings (e.g. bank/cds or emergency fund.) It would also be super helpful to have this new category available in the withdrawal sequence list. I realize this m...
by jwendellp
Mon Mar 29, 2021 1:22 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 280708

Re: Modeling Roth conversions

I've seen this, too, specifically related to having the .frp file on the desktop, and I think it's related to syncing with iCloud. In Finder, try going to iCloud Drive | Desktop and make sure there are no pending syncs. This has worked for me in the past.
by jwendellp
Mon Mar 29, 2021 12:55 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 280708

Re: Modeling Roth conversions

On a Mac I think you have to go to System Preferences | Security & Privacy, where you should find a message asking if you want to allow opening the .jar file. Click yes and it should work.
by jwendellp
Sat Mar 27, 2021 8:07 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 280708

Re: Modeling Roth conversions

Sorry for the confusion and thank you very much for the help!
by jwendellp
Sat Mar 27, 2021 7:58 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 280708

Re: Modeling Roth conversions

Oh, that makes sense. So then additional input entries for tax rates need to be net effective rates then?
by jwendellp
Sat Mar 27, 2021 7:47 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 280708

Re: Modeling Roth conversions

Yes, I'm using Roth Conversion entries with 12% tax and one with 22% tax in the same year, and repeating with different amounts in subsequent years as base income assumptions vary.