Transfers - schedule between accounts (once or recurring)

Balance updates reflect transfers, but I am needing to move accrued future value (partial) in a Cash-Flow Priority account to a higher yielding account, and project that over the life of the plan.

24 votes

Tagged as Suggestion

Suggested 28 November 2022 by user MikeP

Moved into Planned 22 January

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  • 28 November 2022 MikeP suggested this task

  • 28 November 2022 Kyle approved this task

  • 22 January Kyle moved this task into Planned

  • avatar

    This should be useful for modeling selling existing RSUs to invest in another investment account. Note that this usually entails paying some taxes and transaction costs.

    02 June
  • avatar

    You could also use this for (or as the basis for) the RMDs for inherited IRAs. Bonus points if you could assign the transfer as taxable so that there’s an associated expense for the year in which the transfer is made.

    16 June