I've read through the manual and searched this forum. I did find one post on this from 2021 but it doesn't resolve my issue. Of course I will need to take RMDs at 73, but when I look at my income column it doesn't show up. Ideally, there should be a column for myself and my wife. Is there a way to accomplish this?
Thank you.
@jjodod RMDs are taxed as ordinary income but they're not called income by PRC (because it's money you've already earned and are just moving to a different account). RMDs are included by default on the Tabular Projections > Withdrawals view, but you can go to the Tabular Projections > View Mgmt page and include them in any view of your choice.
Stuart
Thank you Stuart for your quick replies to both my questions. I’m sorry to asking such stupid questions and I do read the manual and search on google first. I’m sure I’ll get things sorted soon. Thanks again for your help.
John
I proceeded as you said. For some reason my RMDs are listed as "N/A" (see attached screenshot). This is apparently why they're not showing up. The entries for 2025 and 2026 are listed as $100,000. This is because I plan to retire at the end of 2024 and withdraw $100k/year from my TD accounts until I am eligible for my full SS at age 70. I was then hoping to use the software to determine what would be the best withdrawal amount for the years before I hit the RMD.
Can you tell me how to fix the "N/A" issue?
Thanks.
@jjodod Those N/As are Excel errors but I cannot determine the cause without seeing the actual data. If you'd email me (mail@pralanaconsulting.com) a representative export file, I'd be happy to investigate and see what the underlying issue is.
Thanks,
Stuart
