How do I add K-1 income from a partnership or LLC to my retirement projections?
Add the partnership or LLC itself as a Private Equity asset in Net Worth. The expected yearly income or one-time payout on that asset is fed directly into your Retirement planner projections, so K-1 distributions land in your modeled cash flow automatically.
- Open Net Worth - Add an asset - Private equity and pick the equity type that fits your stake. For an active business you partly own, choose Operating Business. For a passive LP interest in a venture or PE fund, pick Venture / PE fund. For other private investments, use Other / custom.
- Enter the partnership or LLC name and your estimated current value in the Estimated current value field.
- In the Additional details section, fill in the Expected yearly income from K-1 distributions. If you're modeling a one-time buyout or sale instead of ongoing income, set the Distribution timeline with the expected payout year.
The income (or payout) flows into your retirement projections without a separate Money in & out entry. For pass-through tax planning specific to K-1 distributions, consult a CPA.
