Search found 3 matches

by cgrinst1
Sun Jun 18, 2017 12:59 pm
Forum: Personal Finance (Not Investing)
Topic: Pass-Through Giving
Replies: 4
Views: 566

Pass-Through Giving

I know that my wife and I can each give $14,000 tax-free per year to our child without it counting against the lifetime exclusion. We can also each give $14,000 tax-free per year to my brother and his wife (who don't need the money). So suppose my wife and I each give $7,000 tax-free to each of my b...
by cgrinst1
Sat Mar 18, 2017 1:06 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 329
Views: 125466

Retiree Portfolio Model

Thanks for creating this model! Here's my question: In the summary page, I find that certain numbers are replaced by ``###". It is not the case that the numbers being replaced are too long; in my case, most of the numbers being replaced are four digits in length. When I click on a particular ``...
by cgrinst1
Sun Jan 15, 2017 2:37 pm
Forum: Personal Finance (Not Investing)
Topic: Setting Withdrawals from Converted Roth in Retiree Portfolio Model
Replies: 2
Views: 314

Setting Withdrawals from Converted Roth in Retiree Portfolio Model

In the full case of the Retiree Portfolio Model, I would like to begin withdrawing from the converted Roth account at some specified future date. How can this be done?