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How-do-I Do a Particular Thing in PRC?
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Topic starter October 29, 2024 7:49 pm
In the Optimize Withdrawal Priorities section, I keep seeing "This scenario currently has cash shortages in these years:" with the years listed. I don't understand why. I tried increasing my cash ceiling well beyond what some years state but that didn't change anything. What is this about and how can I eliminate this message and change affected years?
October 29, 2024 9:26 pm
That message just means the program is having to sell some assets to pay expenses in those years. You do not need to adjust anything, the program will estimate capital gains taxes associated with the asset sales. You may not see that kind of message in all years - for instance, once RMDs start, they pour into the taxable account as cash, so you may not need to sell anything.
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