How to sequence accounts to use?

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MBrown1003
Posts: 1
Joined: Tue Dec 10, 2024 8:43 am

How to sequence accounts to use?

Post by MBrown1003 »

Over 90% of my portfolio is in two accounts. I want to isolate one -- with its own ROI assumptions -- and draw from that one until its balance is a certain level and then switch to the other account.

Is there any way to automate this in FRP or do I have to manually set Start Year and End Year for each? Is there any way to see the annual year-end balance of each account?
jimr
Posts: 875
Joined: Thu Feb 28, 2008 6:48 pm

Re: How to sequence accounts to use?

Post by jimr »

FRP really isn't a good tool for modeling this sort of thing. It models returns at the portfolio level rather than the account level and also it doesn't give you fine grained control of which accounts withdrawals are taken from.
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