In asset setup we have 3 RIA accounts: Hers, mine, ours. Hers has a lot of money in it, the other two have less. We both also have two tax-deferred accounts each. Spouse and I are both retired, not yet collecting SS. We share expenses equally. I contribute to shared expense cash pool monthly via cash distributions from my IRA. She contributes via cash from her regular investment account (post-tax.) How do I model this in PRC? It seems that the preference is to drain all the RIA funds before dipping into IRA.
@jerrywhite518gmail-com Go to Financial Assets->Management page and set up scheduled withdrawals from each of your account per what you've decided to do. PRC will then optimized based on that for any other money needed to pay your stated expenses, if anything else is necessary.
