Forums Support Library RPA – Retirement Plan Analyzer Percent of Growth to Realize

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    • Kathleen Reynolds
      Post count: 428

      In the Other Assets section, click this button to change how and when the growth of Other Assets is taxed.


      Using the Custom Data Entry window, indicate how much unrealized growth should be taxed each year. For example, if you want to model a case with gains realized only every five years, enter 0% for four years followed by 100% in the fifth year. This applies the Other Assets income tax growth rate, which you enter in the Taxes section, to the realized growth balance in the fifth year. When the Percent of Other Assets Growth Realized value is other than 100%, the Other Assets report changes to show the Realized and Unrealized Growth balances.


      Note that the growth of the non-liquid portion of Other Assets is never taxed and is not affected by this feature.

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