expense pmt portion from each type of class?

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pkaufman
Posts: 2
Joined: Thu Oct 12, 2017 5:50 pm

expense pmt portion from each type of class?

Post by pkaufman »

Is there a way to determine how much of each type of asset (tax free, tax deferred, after tax) to withdraw each year as modeled? I can see the breakdown change each year but it's not clear how much of my targeted annual expense comes from each since interest is added to those amount.
jimr
Posts: 821
Joined: Thu Feb 28, 2008 6:48 pm

Re: expense pmt portion from each type of class?

Post by jimr »

That doesn't get specifically broken out anywhere, but the withdrawal order is fixed such that all withdrawals are made from the taxable portfolio until it's completely exhausted, then all withdrawals are made from tax deferred, then tax free.

Although exact withdrawal amounts from each portfolio aren't broken out, you can get some additional details by selecting the detailed view tab, then clicking on the 'show more detail' radio button at the top right of the window, then right-clicking on any column header and selecting 'show all columns'
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