RMD

Ron's Avatar

Ron

Dec 15, 2021 @ 04:26 AM

How do I treat withdrawing my RMD in Moneydance?

  1. 1 Posted by dwg on Dec 15, 2021 @ 08:43 PM

    dwg's Avatar

    I'm a fellow user.

    How is it being handed in the investment?

    If the investment is held in shares or units in fund I would envisage that a sale could be being used to fund the payment, in some cases it may be taken from earnings, so it would be depended on how this is set up in Moneydance.

    In some way the funds are being taken out of the investment, how to do this depends on your setup.

  2. 2 Posted by Ron Hertz on Dec 15, 2021 @ 09:58 PM

    Ron Hertz's Avatar

    Thank you very much for your email. It was helpful

  3. System closed this discussion on Mar 16, 2022 @ 10:00 PM.

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