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Thanks for your input AJ!

Yes, the i-ORP optimizer DOES have a place to make changes.
--how much you want to leave your heirs
--house sale or not
--amounts in various accounts
--all sources of income
--amount of stock vs bonds and you set the expected returns

I'll be living in Washington, with no personal state income tax. There is a place for that in the i-ORP optimizer too.

I'll try the system you mentioned. Should be interesting to compare.

All the best!
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