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RMD not matching Scheduled Withdrawals

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(@kiwibobs)
Eminent Member
Joined: 2 years ago
Posts: 14
Topic starter  

See attached screenshot. 2040 shows a Scheduled Withdrawal of 30,063 from Tax Deferred but the MRI box shows RMD of 46,837. Shouldn't they match?



   
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(@ricke)
Reputable Member Customer
Joined: 5 years ago
Posts: 266
 

Not sure if it supposed to be, but the Metric MRI is in nominal (future) $. The Cash Flow-Withdrawal screen you are displaying is selected to be in today's $. I don't know if Metric MRIs are always future $ or if they are supposed to adjust based on whether the user selected today or future $. If they always display future $, then it really should say that on the Metric MRI to minimize confusion.



   
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(@kiwibobs)
Eminent Member
Joined: 2 years ago
Posts: 14
Topic starter  

Thanks Richard. It matches when I display Future Dollars.



   
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(@cstone)
Site Admin Admin
Joined: 4 years ago
Posts: 120
 

Every Metric MRI says at the top: "Amounts are future $, unless otherwise noted." I see that in the screen shot you attached.

Over time, I will go thru and modify the Metric MRI's to be in either Today's or Future $.

As of now, only the Metric MRI for Social Security Income auto-switches between Today's $ and Future $ and it clearly states which is being displayed.


This post was modified 10 months ago by Charlie Stone

   
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