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Firecalc - Total portfolio question
06-19-2013, 05:30 PM
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#1
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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Firecalc - Total portfolio question
Over 60% of my portfolio is in my tax deferred accounts. Let's say my total portfolio is 1M, what am I supposed to enter for the portfolio column on the "Start Here" page?
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06-19-2013, 05:47 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Nov 2009
Location: SF East Bay
Posts: 4,342
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You enter 1M. Firecalc doesn't take into account the tax consequence differences between withdrawing from a taxable or tax-deferred account. You'll have to figure out the taxes yourself.
__________________
Contentedly ER, with 3 furry friends (now, sadly, 1).
Planning my escape to the wide open spaces in my campervan (with my remaining kitty, of course!)
On a mission to become the world's second most boring man.
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06-19-2013, 05:47 PM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2005
Location: Northern IL
Posts: 26,891
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$1M. Firecalc does not do anything with taxes, you need to do that on your own as part of your expenses.
-ERD50
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06-20-2013, 11:12 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,612
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Try i-orp to see tax impacts.
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Only got A dimple, would have preferred 2!
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06-20-2013, 12:39 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
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Join Date: May 2008
Posts: 5,214
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Thank you all for your help!
Gotadimiple,
I will definitely try i-orp.
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06-20-2013, 01:52 PM
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#7
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,126
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 Quote:
Originally Posted by smileydog
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You have to register with them but you don't need to have an account with them. That way, when you log back in it doesn't lose all your previous inputs.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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06-20-2013, 01:56 PM
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#8
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Give me a museum and I'll fill it. (Picasso)
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Join Date: May 2008
Posts: 5,214
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Thank you very much on Fidelity. I do have an account there, and I use it every so often in conjuction with other planners (Vanguard and Firecalc) sometimes with different scenarios (changing the retirement year, etc) - I'd say both fidelity and vanguard are pretty comprehensive.
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06-20-2013, 05:37 PM
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#9
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gone traveling
Join Date: Jul 2012
Posts: 84
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Quote:
Originally Posted by tmm99
Thank you very much on Fidelity. I do have an account there, and I use it every so often in conjuction with other planners (Vanguard and Firecalc) sometimes with different scenarios (changing the retirement year, etc) - I'd say both fidelity and vanguard are pretty comprehensive.
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Vanguard has a comprehensive planner? Are you referring to FINANCIAL ENGINES or does Vanguard have something else?
Thanks
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06-20-2013, 05:59 PM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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Quote:
Originally Posted by CJHorne
Vanguard has a comprehensive planner? Are you referring to FINANCIAL ENGINES or does Vanguard have something else?
Thanks
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Sorry, I meant the financial engines that take you out of VG, but you can get there from VG...
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