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Re: Goal Seek

Posted: Mon Aug 03, 2020 10:50 am
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.

Re: Goal Seek

Posted: Mon Aug 03, 2020 11:04 am
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