• Question
  • Accounting for taxes in retirement planner

    Asked by a 68 year old man from Dunedin, FL on 10/19/2019

    Where do you enter an amount for income taxes in the new retirement planner?

  • Categories: Taxes, Retirement Planning


  • Steve 


    San Francisco, CA

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  • Hi,

    The Planner automatically calculates Federal income taxes (and does a blended State tax assumption).

    If you subscribe to Plus - then the system models Federal and State income taxes and provides more precise capital gains tax modeling as well.

  • Login to rate this answer:   Answered on 10/20/2019
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.