You now have the ability to customize the order of your retirement withdrawals in Planner Plus.
Learn more in this video!
Head to My Plan > Money Flows
Navigate to the section labeled Withdrawal Order
Choose Customized tab
Press ✎ (pencil) to edit
Drag and drop the accounts to reorder your accounts and hit "Save"
You can immediately see changes to your out of savings age, estate value and lifetime taxes. And, assess charts showing withdrawals by type and account.
Toggle back to the Traditional account order whenever you want
