Search found 3 matches

by LesH8210
Sun Apr 15, 2018 4:52 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 1054
Views: 331650

Re: Retiree Portfolio Model - SPIA Exclusion Ratio

I could use a little direction regarding the Exclusion Ratio for a SPIA purchase. I have reviewed several annuity offerings and each have a different method for defining the taxable portion. One in particular states the monthly payment is $2376 and the taxable portion is $323 per month. Based on thi...
by LesH8210
Wed Feb 04, 2015 8:35 am
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 1054
Views: 331650

Re: Retiree Portfolio Model

Many thanks! The clear macro is working perfectly now and v15.1 vs. v15 output comparison is exactly the same.

Have a great day,
Les
by LesH8210
Tue Feb 03, 2015 6:12 pm
Forum: Personal Finance (Not Investing)
Topic: Retiree Portfolio Model
Replies: 1054
Views: 331650

Re: Retiree Portfolio Model

I have used spreadsheets for budgeting since the Tandy micro was created and mine was a homemade copy of that machine (if you could call it that). The Retiree Portfolio is by far the most comprehensive tool I have seen using Excel. For me, the ability to unhide the inner workings opens up a whole ne...