Be able to custom a retirement type of account but with specific values. All savings accounts are very different from each other, it would be great to have a fully customizable savings account feature
Hey Patrícia, any chance you’d like to make a list of configurable parameters you would want to see on these?
This is very much needed and I guess won’t get a lot of upvotes as those not being served will simply not be using your app as it’s a dealbreaker requirement.
It’s very similar to this task which could probably be merged.
https://changemap.co/projectifi/projectifi/task/5804-generic-account/
In my case I wanted to model an incorporated investment company which pays dividend tax on withdrawals and corporation tax on yearly profits. After speaking with you on discord I’ve used a US 401k account for the deferred tax, set “Fees” as the corporation tax on annual profits.
Unfortunately I cannot set the tax treatment to be as “dividends” so it isn’t accurate.
For the purpose of drawdown ordering it would be good if they were separate also.
In the UK there are other tax efficient structures like onshore and offshore bonds which I’m sure proper financial advisors would need but could perhaps be setup with this.