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Changing The Tax Rate For A Cash Inflow

  • Date updated 2025-07-11
  • By Support Carey

How do I change the tax rate for an inflow in the Additional Cash Inflows section?

You can elect to use the global settings for taxes on your plan or you can enter any tax rate you wish for an entry in the Cash Inflows section as you see below. src="https://cdn.livehelpnow.net/clients/21145/kb/ctax1_f0a0de84-370c-4a6e-a436-94f893afeae4.png" id="45fdb4fb-17d1-49ad-a08f-cb3e03ca91a3" alt="ctax1" width="90%" height="auto" data-image="45fdb4fb-17d1-49ad-a08f-cb3e03ca91a3 [...]

Inherited IRA Withdrawal Rules

  • Date updated 2025-07-11
  • By Support Carey

A non-spousal inherited IRA must now be liquidated in 10 years. Is there a way to apply that rule to a non-spousal inherited IRA in my portfolio?

You can choose which rule to apply to Inherited IRA withdrawals as seen in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/inh1_11685fae-01d5-4b8e-b903-bb0569dc7c6f.png" id="ff15d1ee-590c-4b14-8dce-15c9d810e996" alt="inh1" width="90%" height="auto" data-image="ff15d1ee-590c-4b14-8dce-15c9d810e996 [...]

Capital Gains Taxes (“Taxes on Taxable Balance Withdrawals)

  • Date updated 2025-07-11
  • By Support Carey

What does it mean if there is a value in the “Taxes on Taxable and Tax-Advantaged Balance Withdrawals (Capital Gains Taxes)" column?

This means that taxable principal was used to pay for some expenses, and the cost basis in the affected account was lower than the current balance, so long-term capital gains were realized and taxes are due. If you believe this to be in error, have a look at the cost basis of your investment accounts. [...]

Pension And Social Security Payments Are Decreasing Over Time

  • Date updated 2025-07-11
  • By Support Carey

I looked at my cash flow projections and my pension and Social Security payments are decreasing over time. Why is this?

This happens when the pension and Social Security payments are not keeping up with inflation. If their growth rate is less than the ‘Annual Inflation’ setting, then in today’s dollar terms, these payments are indeed decreasing. The program defaults to showing projected cash flows in today's dollar terms, but you can turn this assumption off using the setting ' Show All Outputs/Graphs In Today's [...]

Why Living Expenses Do Not Change Over Time

  • Date updated 2025-07-11
  • By Support Carey

My living Expenses after retirement: We put in $80k annually. When i look at the charts it shows $80k ever year. I would expect charts to show the 80k growing by inflation. please let me know if there is a setting i missed.

The default is to show projections in “today’s dollars”. To turn this off use the setting you see in screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/todays1_be839406-2f3c-4018-a9bb-6fd6144ef318.png" id="c554e003-7222-45b4-872a-446bec9a885d" alt="todays1" width="90%" height="auto" data-image="c554e003-7222-45b4-872a-446bec9a885d [...]

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    Support Carey



    Description:
    Total articles: 202
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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