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Customizing Your Withdrawal Strategy

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Written by Nancy Gates

One of the most powerful β€” and underused β€” tools in Boldin is the ability to customize your withdrawal order. By default, Boldin follows a tax-efficient sequence, but your situation may call for a more tailored approach. In this video, we'll walk through two practical use cases: setting up proportional withdrawals that blend taxable, tax-deferred, and Roth accounts, and using custom ordering to actively manage which tax bracket you land in each year.

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