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Withdrawal priority by account, not catetory

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(@34bwood)
New Member
Joined: 7 days ago
Posts: 1
Topic starter  

I'm trying to set my Account Withdrawal Priority. I have 2 IRA accounts and my wife has 1 Ira. One of my accounts is much higher risk. I want to withdrawal from my low risk first, my wife's IRA second and my other IRA 3. The account withdrawal order only shows account types, not actual accounts to withdrawal from. Is there a way to do this? Thanks in advance for any help. I'm very new to Pralana.



   
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(@smatthews51)
Member Admin
Joined: 5 years ago
Posts: 1121
 

@34bwood I'm sorry, Brian, but there's no way to do that. We don't consider it practical to model the details of accounts below the major categories of cash, taxable, tax-deferred, Roth, and so on.

Stuart



   
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