WealthTrace Knowledge Center

basic

advanced

Exact phrase:

  • Home
  • Knowledge Base Categories
    General Questions
    Monte Carlo
    Linking Investment Accounts
    Social Security And Pensions
    Editing Investment Account Information
    -- All Categories --
  • Home
  • Knowledge Base Categories
    General Questions
    Monte Carlo
    Linking Investment Accounts
    Social Security And Pensions
    Editing Investment Account Information
    -- All Categories --
  • |
  1. Home
  2. Support Carey

Enter Cash as a Holding

  • Date updated 2023-12-18
  • By Support Carey

I am manually entering my holdings and I have a Cash position. How do I enter the ticker symbol for this since there is no ticker for Cash.

For Cash that has no ticker symbol associated with it, just enter a ticker symbol of 'NONE' as seen in the screenshot [...]

Where Unspent RMDs Go

  • Date updated 2023-12-18
  • By Support Carey

If I have Required Minimum Distributions (RMDs) that are not spent, where do they go?

RMDs that are not spent are distributed to accounts with an 'Account Type' of "Taxable". The distributions go into these accounts pro-rata based on their balances at that [...]

Net Investment Income Tax Increasing Over Time

  • Date updated 2023-12-08
  • By Support Carey

I see the Net Investment Income Tax in the Taxes section and it starts at 0% and keeps increasing. Why is that?

The brackets for the Net Investment Income Tax (NIIT) are not indexed to inflation, as opposed to federal income taxes, which are indexed to inflation. This means that over time more and more people will be paying the NIIT because, generally speaking, incomes move with inflation. As people's nominal income increases, they move into a higher tax bracket for the [...]

Social Security Percent Taxable Increases Over Time

  • Date updated 2023-12-08
  • By Support Carey

Why does the percent of my Social Security that is taxable increase until it hits 85%?

Social Security brackets are not indexed to inflation. This means that over time more and more people will be paying higher taxes on their Social Security because, generally speaking, incomes move with inflation. As people's nominal income increases, they move into a bracket where more of their Social Security is deemed [...]

Where to Change Inflation and the COLA Rate

  • Date updated 2023-12-07
  • By Support Carey

Where do I change the inflation rate used? What about COLA for Social Security?

The inflation rate a the COLA rate (used for Social Security) are separate settings as seen [...]

    • first
    • prev
    • Page 7 of 43
    • next
    • last

Author Information

  • Author Image

    Support Carey



    Description:
    Total articles: 214
    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

Company Sites

Home

Knowledge Base Categories

  • General Questions
  • Monte Carlo
  • Linking Investment Accounts
  • Social Security And Pensions
  • Editing Investment Account Information
  • -- All Categories --

Connect With Us

  • WealthTrace
    Powered by LiveHelpNow customer support suite