Thank you for the speedy and helpful response! I appreciate knowing that I can schedule future RIF withdrawas into the Time Machine runs. On my original confusion, I think I can do a better job explaining what I am trying to do:
For my September run of Time Machine, I did not enter any withdrawals into MoneyReady.
I am trying to take advantage of the withdrawal optimizer in the Time Machine to tell me how much RIF income I should take this year (2023). So far, I have taken none. So if my Time Machine and WIthdrawal Optimizer run tells me to withdraw, say, $30,000 from RIF accounts this year, I wonder if $30,000 is the total recommedation from the Withdrawal Optimizer for 2023 or if $30,000 is only a partial number for 2023 becasue it is prorated to the September 2023 run date of the Time Machine. I hope this makes sense.
Thanks again.
I also seem to miss having a full year's data for current year but do understand the benefit to clients whose investments are automatically updated to the date of a Time Machine run.
I just have two questions on Time Machine output for the current year:
1. Figures are noted as prorated except for taxes. Are withrawals from investment accounts prorated or for the full year? (I am deciding how much to withdraw from RRIFs before Dec. 31.)
2. When I run Time Machine in March and then again in September, has the value of a dollar declined by inflation between the two dates? (That is, is the value of a dollar slightly different?)
Thanks to all!