Search found 2 matches
- Tue Mar 02, 2021 6:25 pm
- Forum: General questions and comments
- Topic: Taxable Portfolio Taxes
- Replies: 3
- Views: 9175
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 ...
- Sun Feb 28, 2021 4:09 pm
- Forum: General questions and comments
- Topic: Taxable Portfolio Taxes
- Replies: 3
- Views: 9175
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...