How to sequence accounts to use?
Posted: Tue Dec 10, 2024 9:16 am
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?
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?