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Upcoming Changes To Growth Taxation- deployed for January 2026

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(@lancaster22)
Active Member
Joined: 4 years ago
Posts: 7
Topic starter  

Growth Taxation (Advanced Portfolio Modeling, Mode 2) has been one of the toughest Pralana nuts for me to crack (I'm not an engineer 😉), although I think I have come up with an OKish approximation for 2025.

Pralana manual states:

Upcoming changes to Growth Taxation

In an upcoming release, Pralana will modify how Growth Taxation is entered and calculated. Growth from asset appreciation will be calculated based on the asset/account rates of return. But the various interest and qualified dividend amounts will be calculated as a % of the account’s balance, not the annual growth amount. More information will follow when this feature is implemented.

Will this change be implemented by the beginning of January 2026, so that it can be used for next year's plan?

Thanks!



   
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(@jkandell)
Reputable Member
Joined: 4 years ago
Posts: 330
 

@lancaster22 You might vote for it on the More > Resources > Features voting



   
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(@lancaster22)
Active Member
Joined: 4 years ago
Posts: 7
Topic starter  

@jkandell Thank you for the suggestion! Done! 👍



   
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