Tax Calculations
Core Features: Automatic tax bracket detection based on income Capital gains tax calculation (short vs long-term) Real estate tax estimation Dividend tax calculation Advanced Features: Tax loss harvesting recommendations Retirement account tax optimization Cross-border tax calculations Inheritance/gift tax planning Reports & Analysis: Annual tax liability projections Tax-efficient withdrawal strategies Tax impact on investment returns Tax savings opportunities report Professional Features: Tax scenarios comparison Multi-jurisdiction tax handling Professional tax reports Integration with tax advisors
fundsforge over 1 year ago
Tax Calculations
Core Features: Automatic tax bracket detection based on income Capital gains tax calculation (short vs long-term) Real estate tax estimation Dividend tax calculation Advanced Features: Tax loss harvesting recommendations Retirement account tax optimization Cross-border tax calculations Inheritance/gift tax planning Reports & Analysis: Annual tax liability projections Tax-efficient withdrawal strategies Tax impact on investment returns Tax savings opportunities report Professional Features: Tax scenarios comparison Multi-jurisdiction tax handling Professional tax reports Integration with tax advisors
fundsforge over 1 year ago
Update Plans with new data
It is not possible at the moment to update plans with new data or toggle off assets, debts, etc. in the plan
fundsforge over 1 year ago
Update Plans with new data
It is not possible at the moment to update plans with new data or toggle off assets, debts, etc. in the plan
fundsforge over 1 year ago
Plans & Goals
One should be able to add financial goals or milestones to plans, similar to the goals on the dashboard/current projections
fundsforge over 1 year ago
Plans & Goals
One should be able to add financial goals or milestones to plans, similar to the goals on the dashboard/current projections
fundsforge over 1 year ago