Is there a way to specify expected dividends from equities? The "cash inflows - interest/dividends" value being generated is higher than what my portfolio actually produces.
Thanks.
@feh Unless your taxable account is entirely equities, you'll have to use Advanced Portfolio Modeling. Under Advanced Portfolio Modeling > Growth Taxation, you can apportion the overall growth of each asset class in various ways. Any non-qualified dividends should go under "Growth Taxed as Interest/Ordinary Income". If you're getting too much in dividends, shift some of this (and "Growth Taxed as Qualified Dividends") to "Growth Taxed as LTCG When Withdrawn" (or whatever other categories are appropriate).
[If you want to use Simple Portfolio Modeling and the account is all equities, the settings are under Simple Portfolio Modeling > Growth Taxation.]
@feh Unless your taxable account is entirely equities, you'll have to use Advanced Portfolio Modeling. Under Advanced Portfolio Modeling > Growth Taxation, you can apportion the overall growth of each asset class in various ways. Any non-qualified dividends should go under "Growth Taxed as Interest/Ordinary Income". If you're getting too much in dividends, shift some of this (and "Growth Taxed as Qualified Dividends") to "Growth Taxed as LTCG When Withdrawn" (or whatever other categories are appropriate).
[If you want to use Simple Portfolio Modeling and the account is all equities, the settings are under Simple Portfolio Modeling > Growth Taxation.]
Thanks @plaut. Some tweaking to the APM values gets me closer to reality.
