Taxable Portfolio

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PSPS
Posts: 2
Joined: Fri Feb 03, 2023 9:18 pm

Taxable Portfolio

Post by PSPS »

I have entered $0 for my Taxable Portfolio Value. I do have values in the Tax Deferred and Tax Free Portfolios.
I have settings to withdraw from Tax-Deferred, Taxable, Tax Free.
When I run, my graph shows a value ($50,000+) for the taxable portfolio value (Blue).
Where is that coming from?
jimr
Posts: 821
Joined: Thu Feb 28, 2008 6:48 pm

Re: Taxable Portfolio

Post by jimr »

Often, this is due to Required Minimum Distributions from tax deferred getting deposited into taxable. This can be configured in settings.

The other possibility is that if expenses are less than net income in any year, the excess will be deposited into the taxable portfolio.
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