Flexible Retirement Planner Support Forum

Hi,

I was wondering how to properly enter taxable dividend payments?

I noticed in additional cash flows there are fields for other income types but I assume the tax rate applied is for normal income and not at capital gains rates.

Thanks,
Steve

The planner doesn't break out dividends and capital gains separately, they're combined in the average return and standard deviation inputs and these gains are taxed at the investment tax rate.

Entering dividends separately as an additional inputs cash flow would end up double counting them.