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Topic starter December 6, 2024 9:12 am
The amount of "Growth" shown in my taxable account seems way too high. In 2024, the starting balance is $163K, withdrawals are $47K, and ending balance is $145K--meaning that the "Growth" is $29K (see screen shot). I am using "Todays Dollars," but it is the same in 2024 if using "Future Dollars." I have the expected return for the Taxable Account set at 0%. If I increase the return number to 25%, the amount of growth stays the same. So I am confused.
December 7, 2024 10:26 am
@timsafford I'm confused also because your actual plan doesn't seem to align with the screenshot provided. Would you please make the necessary adjustments to either the plan or the screenshot to bring them into alignment and then let me know so I can investigate further? Thanks.
Stuart
