Re: Goal Seek
Posted: Mon Aug 03, 2020 10:50 am
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.
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.