Please see this article to learn more about our Custom Withdrawal Feature where you have the ability to customize the order of withdrawals.
One of the most powerful — and underused — 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.