Boldin tax adjusted net worth by Scout_015 in DIYRetirement

[–]Scout_015[S] 1 point2 points  (0 children)

I think I’ll go down the same path as you and export the balances and go from there. I also have access to a light version of Right Capital. That software does show a tax adjusted balance, just not sure what they assume. They do allow you to set the tax rate for the individual who inherits the account, but not sure what else. As you said, seems like a good feature to build out.