I want to confirm Net Estate is real dollars. My understanding is that assets and retirement accounts grow at the specified nominal rate, adjusted by the inflation rate specified in Assumptions. The Net Estate, then, should be stated in real dollars, correct?
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In normal circumstances I use special withdrawals in some years to keep regular assets > 0. That avoids breaks in our LSPA.
I have a non-qualified deferred compensation that is distributed quarterly, and the distribution depends on the value of the underlying securities. I am trying to figure out the best way to input this into ESPlanner.
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I seek guidance on 401k distribution strategies to include Roth conversions.
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We will release our annual update of federal income taxes based on previously existing law, i.e. prior to the Tax Cuts and Jobs Act (TCJA) of 2017, on 7 Jan 2018 after IRS's scheduled 5 Jan update of final 2017 forms and instructions.
ESPlanner 2.36.0 is now publicly available. The release notes are available here: http://www.esplanner.com/esplanner-2360
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Healthcare is a major retirement cost. I see a couple of brief mentions of part B in the manual, but would like a reasonable explanation of how healthcare costs should be treated using this program.
Where do the proceeds go from the future sale of an investment property? I'm guessing that they go into "Regular Assets" and begin earning the ROR stated in the assumptions window?
The mortgage payments on my primary home and on my rental both decrease by 3% year after year, but my mortgage is fixed, so the total payment doesn't change.