Search found 2 matches

by c17
Tue Mar 02, 2021 6:25 pm
Forum: General questions and comments
Topic: Taxable Portfolio Taxes
Replies: 3
Views: 8983

Re: Taxable Portfolio Taxes

It does! Thanks. One other, probably equally nitpicky question: I know the "new investment" $ are automatically increased for inflation. And I think I saw somewhere that it is assumed those new investments are made at the end of each year. If that is the case, would the real value of that ...
by c17
Sun Feb 28, 2021 4:09 pm
Forum: General questions and comments
Topic: Taxable Portfolio Taxes
Replies: 3
Views: 8983

Taxable Portfolio Taxes

I've seen on other posts that the simulator assumes all Taxable Portfolio gains are taxed in full each year, applying the Investment Tax Rate. However the numbers I saw weren't adding up. As a test I pared down to bare bones and entered the following: - Taxable Portfolio Value $1M - Inflation 2% - C...