Question on detailed view output column

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tyee1850
Posts: 7
Joined: Thu Oct 23, 2008 7:22 pm

Question on detailed view output column

Post by tyee1850 »

Hi,

My question is what does the column, "Additional Withdrawal" (viewable in the Detailed Output) represent?

I notice that when I enter an amount for the net sale of my home as "After Tax Income" there is a large negative amount in the same year for "Additional Withdrawal."

Thanks,
D

jimr
Posts: 596
Joined: Thu Feb 28, 2008 6:48 pm

Re: Question on detailed view output column

Post by jimr »

D,

Thanks for trying the planner and for the comment.

The Additional Withdrawal column shows the net withdrawal that's needed to fund the year's expenses after any Required Minimum Distribution or additional income is factored in.

In the case of a year with a large cash inflow, where "After Tax Income" is bigger than expenses, the "Additional Withdrawal" column is negative to show that there was a net inflow into the portfolio. In other words, instead of a withdrawal from the portfolio, the portfolio was increased (by the negative amount).

As I write this, the explanation sounds a bit confusing. Hopefully it helps. If not, please let me know and I'll try again.

Jim

tyee1850
Posts: 7
Joined: Thu Oct 23, 2008 7:22 pm

Re: Question on detailed view output column

Post by tyee1850 »

Jim,

Thanks very much for the prompt reply.

Makes total sense.

Dave

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