User 'sliders' to s...
 
Notifications
Clear all

User 'sliders' to set Dynamic Withdrawal Rates

1 Posts
1 Users
0 Likes
29 Views
(@slaufer)
Trusted Member Customer
Joined: 2 years ago
Posts: 37
Topic starter  

In retirement, we have 3 sources from which withdrawals may be taken - Tax Advantaged Accounts with before and after tax funds and brokerage accounts. There are many discussions on withdrawal options, with several included in the current Pralana tool - what to use first, second and third.

What we do not have is a (near) 'real time' ability to see what effects changing even slightly the source amount of funds used on a per annum basis - ideally a 'slider' type mechanism displaying what the effects are to our overall tax payments or future RMDs when we vary Roth or Traditional 401K spend.


   
ReplyQuote
Share: