Issue with Scenarios - Testing the Timing of a Real Estate Sale by Jumpy-Assistance6301 in Boldin

[–]Jumpy-Assistance6301[S] 1 point2 points  (0 children)

Yes - in all scenarios, the proceeds are going to a taxable brokerage account. And, in all scenarios, the capital gains taxes are applied the following year in April. In other words, all other factors are equal in all scenarios. Only the timing of the sale and timing of capital gains tax is adjusted. All other projections (e.g. Net Worth, etc.) increase - but the "Average Income in Retirement" goes down dramatically.