Search found 3 matches

by Gm8VzoU8yRocC7UcWDGE
Sat Jan 20, 2024 2:48 pm
Forum: General questions and comments
Topic: Custom Withdrawl Order With Dividends vs. Asset Sales
Replies: 4
Views: 7831

Custom Withdrawl Order With Dividends vs. Asset Sales

How can I set up a custom withdrawal order? I cannot find a pre-set that fits my scenario. Here's what I'm trying to accomplish: I intend to live primarily off dividends, with minimal asset sales, and would like to delay any liquidation of assets, regardless of account type (taxable, IRA, Roth, HSA,...
by Gm8VzoU8yRocC7UcWDGE
Sat Jan 20, 2024 2:34 pm
Forum: General questions and comments
Topic: Setting Custom Investing Style Input
Replies: 1
Views: 6713

Setting Custom Investing Style Input

When I select Investing Style - Custom, no dialog comes up for me to input the custom investing style I want (ie: breakdown for stocks, bonds, intl) I've checked every place in the app, the Help, FAQ and this forum and haven't found anything that explains *where* I input the data for my custom inves...
by Gm8VzoU8yRocC7UcWDGE
Sun Sep 03, 2023 7:27 pm
Forum: General questions and comments
Topic: Portfolio Withdrawal Order and Sourcing
Replies: 1
Views: 80823

Portfolio Withdrawal Order and Sourcing

Would it be possible to configure the program to allow a mixed portfolio withdrawal order? Currently the program Settings allow only 4 choices to take withdrawals from: 1 - Taxable, tax-deferred, tax free 2 - Taxable, tax-free, tax deferred 3 - Tax-deferred, taxable, tax free 4 - Tax-free, taxable, ...