Search found 3 matches
- 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,...
- 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...
- 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, ...