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Taxable Portfolio

Posted: Fri Feb 03, 2023 9:31 pm
by PSPS
I have entered $0 for my Taxable Portfolio Value. I do have values in the Tax Deferred and Tax Free Portfolios.
I have settings to withdraw from Tax-Deferred, Taxable, Tax Free.
When I run, my graph shows a value ($50,000+) for the taxable portfolio value (Blue).
Where is that coming from?

Re: Taxable Portfolio

Posted: Fri Feb 03, 2023 10:17 pm
by jimr
Often, this is due to Required Minimum Distributions from tax deferred getting deposited into taxable. This can be configured in settings.

The other possibility is that if expenses are less than net income in any year, the excess will be deposited into the taxable portfolio.