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Enter information about your planned rate of return

  1. Indicate whether you want to use separate rates of return for taxable and tax-deferred accounts.
  2. Enter the average rate of return that you and your spouse expect to achieve before and after retirement; if you are using separate rates of return for taxable and tax-deferred accounts, enter different rates for the different types of accounts.
  3. Enter a percentage amount of your gains that will be taxable each year.

Notes

  • Tips about choosing an appropriate rate of return
  • Tips about handling capital gains
  • Tips about working with model portfolios

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"

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