Add Columns in Detail View to Show Pre-Tax Amounts

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JoelAlbert
Posts: 7
Joined: Tue Jan 10, 2017 12:21 pm

Add Columns in Detail View to Show Pre-Tax Amounts

Post by JoelAlbert »

Jim,

I have a suggestion for the next release ...

Can you add columns which contain the Pre-Tax numbers (e.g. Income Streams). This is available for RMD calculations but it would be good for the others.

I have built a spreadsheet that takes the Detailed View (All Columns) and then re-calculates the taxes using my information (e.g. deductions, CA taxes etc.). Goal is to clearly understand the expected Tax Brackets and Effective Tax rates through each year of the plan.

This has been exceedingly helpful in planning out Roth Conversions for instance.

I can get there today but its a bit cumbersome and having this detail would make it much cleaner.

Thanks

Joel
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