user tips

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Let's say you planned to liquidate a chunk of real estate and use the proceeds to pay off a loan at the same time.

The tip is simple.... just make sure the proceeds from the sale, if they are to be shown as a 'nontaxable deposit' in the data entry grid (this would be for the tax-free sale of your primary residence) is entered one year before the 'pay off loan at age' in the loan window.

If the sale of the real estate is part of a 'deferred capital gains' entity (not your primary residence) then the 'start/end' ages in the DCG and the 'pay off loan at age' in the loan window can be the same.

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