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Investing - Theory, News & General • Total Portfolio Allocation and Withdrawal (TPAW)

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Is there a way to input a future windfall into the tool?

e.g. at age 60 add $100,000 to the portfolio.
Just do it as a $100K income stream that lasts 1 month starting at age 60.
Can’t add saving after the retirement date.

I can add an income stream but it doesn’t seem to get added to the portfolio. Unless I’m misunderstanding the output?
It will get added to the portfolio when the windfall date arrives. Check the portfolio balance graph (you can switch graphs using the drop drown next to the graph title). You should see a bump up in the portfolio balance on the date the windfall is scheduled.

Statistics: Posted by Ben Mathew — Sun Sep 29, 2024 9:45 pm — Replies 1036 — Views 284086



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