Retirement Planning: Examples: Inheritance

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  • Опубліковано 12 лис 2024

КОМЕНТАРІ • 3

  • @frankvoss1948
    @frankvoss1948 2 місяці тому +1

    Hi Owen. When you add the $150k to the non-taxable column, why does the income only show $127,141 when you mouse over the income in the graph? Thanks.

    • @frankvoss1948
      @frankvoss1948 2 місяці тому +1

      It appears that the amount entered in the override is treated as future dollars.

    • @adviice_ca
      @adviice_ca  2 місяці тому

      Yes that’s correct! The Planning > Projections > Table is shown in Future Dollars, this is to show the future expected assumptions for account balances, income, debt balances etc.
      The Planning > Projections > Chats default to Todays Dollars because it’s easier to visualize/understand but you can easily flip to Future Dollars (to match the Table) using the toggle at the top right of the charts.