Track asset allocation in TaxableAccount between asset classes, apportion growth in the account between capital gains/dividends/etc., and determine taxable income based on that.
An initial implementation might be based on static settings that provide a returns profile for stocks (e.g. 80% capital gains, 20% dividends) and bonds (e.g. 100% interest).
Future implementations might do more sophisticated portfolio management, but that would likely require an extension to Scenario as well.
Track asset allocation in
TaxableAccountbetween asset classes, apportion growth in the account between capital gains/dividends/etc., and determine taxable income based on that.An initial implementation might be based on static settings that provide a returns profile for stocks (e.g. 80% capital gains, 20% dividends) and bonds (e.g. 100% interest).
Future implementations might do more sophisticated portfolio management, but that would likely require an extension to
Scenarioas well.