Flexible Retirement Planner Support Forum

That's a very simple way to do it. It will at least give me a ballpark for modeling. Thanks

Is there a way to model selectively pulling (say) $10,000 a year from tax deferred investments to fund a portion of retirement over a set number of years? So in this example, instead of starting with taxable investments, you would start with tax deferred for $10,000 and then pull the remainder per t...

Nice. Thanks!

Doug

Prior to retirement, I don't think that there are any modeling differences between pre-tax versus after-tax deferred savings. However, after retirement starts and if you work part time for say $10,000 a year, you would be able to contribute $6500 pre-tax money to your Traditional IRA or the same amo...

Thanks. So if additional withdrawal required from deferred tax investments, this is when the taxes on additional withdrawal column would be populated. correct?

Jim, in the test file I sent you I noted that the additional withdrawal is not taxed (shown in a far right column in the details tab, show more details). Why no tax? Shouldn't the additional withdrawal be from taxable followed by tax deferred (both of which are taxed)?

I changed sensitivity upper range to 66 and it works fine. Thanks

It should be on its way

When I click on "run" it builds the first column and then stops running with the first column of colors disappearing.

Guidance appreciated.

Doug

Hi Jim. It's been a long time. I think I worked with your software back in 2008 when it was in beta. Anyway, your reply does make sense, but I still wonder if there is a way to model the fact that I won't be getting taxed on short/long term gains for a long time due to pre-retirement losses in the m...