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Starting portfolio value in FIRECalc?
Old 06-19-2015, 05:55 PM   #1
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Starting portfolio value in FIRECalc?

My company offers the choice of a lump sum buyout or a (non-COLA) pension. I'm quite sure I won't take the buyout, but was curious what values FIRECalc would give if I did. It made me question something...

My question: to determine the FIRECalc portfolio value, I assumed (in this instance) I should combine the lump sum, my 401k value, and the sum of my other holdings (not including a modest cash account or home equity). Was I correct in putting in my 401k value, realizing it will be taxed uniquely?

Thanks in advance!

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Old 06-19-2015, 06:09 PM   #2
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Yes, you were correct.

Numbers is hard

Charter resident of the lumpen slums of cyberspace

Retired in 2005 at age 58, no pension
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Old 06-19-2015, 06:18 PM   #3
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Thanks REWahoo!
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