Search found 9 matches

by gponym
Wed Mar 13, 2019 6:30 pm
Forum: Personal Finance (Not Investing)
Topic: "Advice that Sticks" book valuable for the self-directed
Replies: 0
Views: 371

"Advice that Sticks" book valuable for the self-directed

Moira Somers, Ph.D., published in 2018 the book Advice that Sticks . I find it valuable for individuals who direct their own finances even though it is aimed at financial advice pros who sit on the other side of the desk. The author has a good sense of humor and the book is clearly written. Her goal...
by gponym
Fri Feb 22, 2019 8:58 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

Has anyone found an easy way to view cell comments that get obscured by graphs (and other things)? 1) Un-protect the sheet you want to view comments in. 2) Click into cell with comment, mouse right click menu, use "Edit Comment" or "Show/Hide Comments" to get them to pop up, drag and resize as you ...
by gponym
Fri Feb 22, 2019 8:50 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

Has anyone found an easy way to view cell comments that get obscured by graphs (and other things)? They are not obscured in the Excel version, thus the positioning of the graphs and sizing of the comments. I don't see a solution to this and don't have a Mac for testing. I would recommend using an a...
by gponym
Thu Feb 21, 2019 9:11 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

Has anyone found an easy way to view cell comments that get obscured by graphs (and other things)? For example, on Setup tab, the comment for "Move Age" cell (H213) in section 8 is obscured by the Marginal Federal Tax Rates graph. This is just one example of many such partly obscured comments which ...
by gponym
Sat Feb 09, 2019 7:59 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

mkedst wrote:
Sat Feb 09, 2019 11:11 am
gponym wrote:
Fri Feb 08, 2019 8:39 pm
Does RPM handle the rather byzantine rules that determine what percent of a taxpayer's Social Security income gets included into taxable income?
Yes, the calculate can be seen on the Details tab, section "SS benefits taxation calculation".
Thanks. I see it and the supporting calculations.
by gponym
Fri Feb 08, 2019 8:39 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Social Security taxation intricacies

Hi Bigfoot, First, thanks for this great RPM tool. The Roth conversion question is a big one in my case and I'm happy to find a tool as sophisticated as yours. It's extra generous that you still improve and support it. I'm a newbie and beg pardon if this question has already been answered. Does RPM ...
by gponym
Fri Nov 25, 2016 5:21 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

Thanks for the tip about filling out Setup for a new model. I have found a state tax anomaly. Still using early Nov v16.3. I saw it in Full Case in normally hidden State Brackets row 204. I did not play around to see if any other rows show anomalous behavior. Here are values over 5 years for rows th...
by gponym
Thu Nov 24, 2016 12:12 am
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

That's nice, thanks for fixing so soon. And glad you could make sense of my post, it wasn't the picture of clarity. Reading between the lines, it sounds like no great harm will come from halving the Roth 1 withdrawal starting amount in the early November v16.3. Assuming that, I'll wait to update. In...
by gponym
Wed Nov 23, 2016 12:28 am
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 872
Views: 290802

Re: Retiree Portfolio Model

Thanks for making and sharing this great tool, BigFoot. I just got v16.3 on 11/20 from the official site. I noticed something curious while setting up my situation: The Roth 2 withdrawal appears to replicate the Roth 1 withdrawal in the Base Case worksheet. My setup is this: In Setup worksheet, star...