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Dealing with capital gains & Qualified distributions in i-orp
Old 02-09-2018, 05:14 PM   #1
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Dealing with capital gains & Qualified distributions in i-orp

Our after-tax portfolio is made up of mutual funds and is mainly equities.

How do I model the capital gains and qualified dividends in i-Orp? Their FAQ doesn't really help since they ask you to treat dividend paying equities like bonds. But the taxation is very different.

I'm hoping someone here has come up with a creative solution.

I want to see what they recommend when I ask them to do ROTH coversions to the top of a tax bracket. Their current recommendations are way off because they seem to assume no cap-gains distributions or dividends from mutual funds.
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