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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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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My Standard of Living results have previously made sense, or at least I didn't notice that they didn't.
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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.
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ESPlanner 2.36.0 is now publicly available. The release notes are available here: http://www.esplanner.com/esplanner-2360
I must be doing something wrong - I've experimented with different nominal rates of return on regular and retirement assets, and changed inflation assumptions as well, in order to test the impact of changes in real rates of return on discretionary spending and end-of-life net worth, yet discreti