You now have the ability to gain insight into your withdrawals like never before.
This report provides detailed insights into how withdrawals will be used to fund your retirement. Explore timing, amounts, and account sources for your withdrawals.
Change your Spending Strategy, Withdrawal Strategy, or Withdrawal Order and view the impact across your plan results.
View your withdrawals by Rate
View your withdrawals by amount, account, and type
Are you wondering how the Withdrawal Rate is calculated?
The Average Retirement Withdrawal Rate
is based upon shortfall withdrawals, RMDs, and planned distributions that include one-time expenses, disbursements, real estate down payments, future annuity payments, and lump sum debt payoffs divided by the previous December's savings balance and averaged from the retirement age month of second person to retire through longevity age.
Any excess RMD that is reinvested will be included in the withdrawal rate, it is not currently excluded from the metric.
Notes:
Withdrawal rates are calculated using future dollar totals. When viewing withdrawal amounts and projected savings in today's dollars, the rates vary slightly.
Newly added accounts will go to the bottom of the custom order.