Planning: post retirement taxability

The Planning tab gives me a graph of 3 items vs. time: Taxable, Your Tax-deferred and Spouse Tax-deferred. However I have 2 Roth IRA accounts which are tax-free at retirement. So why is there not a Tax-free item in the graph?

Best Answers


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    The Roth accounts are grouped with the Tax deferred accounts. I believe the spending schedule taps the Roth accounts last, as is normally recommended.
    QWin Premier subscription
This discussion has been closed.