tax-free savings or taxable portfolio???
Posted: Fri Sep 23, 2016 5:01 pm
I thought I'd try modeling the sale of my house two ways (we're selling it in 6 months). The first way I tried was to enter the after-tax proceeds as tax free savings on the Additional Inputs page. My plan would be to invest these proceeds in a portfolio but there was no way to represent that.
So, the second way I tried was by simply adding the proceeds to the existing value of my taxable portfolio, since that's where they will wind up anyway.
The results were dramatically different and I don't know why -- to the point where one outcome indicates I can retire earlier and the other just the opposite.
So, the second way I tried was by simply adding the proceeds to the existing value of my taxable portfolio, since that's where they will wind up anyway.
The results were dramatically different and I don't know why -- to the point where one outcome indicates I can retire earlier and the other just the opposite.