Modeling Withdrawal from Qualified Investments

To do this:
1). Enter a Special Expense for the amounts. 

  • Example: $36000 a year starting at age 64 for duration 6 and then take it from "Tax Deferred Only".

2). Go to Cash Infusions and enter the income from it otherwise expense is like burning the money into thin air.  We have to "put it back in" bc we are not losing it like a stock drop.

  • Cash infusion of $36000 starts at 64 duration 6 but set tax rate to say 20% bc they will owe taxes.
  • Last trick is set last column to TAXABLE bc that is where these withdrawals will end up after taxes... in taxable bucket.
Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk