Goal Seek

Post questions about how to use the planner, user inputs, how the planner works, and comments and suggestions.
jimr
Posts: 602
Joined: Thu Feb 28, 2008 6:48 pm

Re: Goal Seek

Post by jimr »

I think this may be happening because goal-seek uses the taxable portfolio and perhaps your regular settings are using the tax-deferred portfolio.

The taxable portfolio is carried at a 100% cost basis (eg taxes paid on gains as they're earned). This means that unlike the tax deferred portfolio, withdrawals from the taxable portfolio don't have any taxes due.

NearlyRetired
Posts: 3
Joined: Tue Jul 28, 2020 4:14 am
Location: United Kingdom

Re: Goal Seek

Post by NearlyRetired »

Ah, yes you are correct!

Thanks for the speedy response, and for the fantastic tool - I use this a lot and I find simple to get the data in and is flexible enough to do what I need.

Regards
NearlyRetired

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