Lifetime (retirement) Planner withdrawals from tax-deferred accounts
where can users specify when and how much income to take from taxed vs tax-deferred accounts in the Lifetime Planner? Not specified in quicken help and outdated information about mandatory withdrawal age is given in help
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It would certainly be nice if Quicken could model the most tax efficient mix of accounts to draw from to cover expenses (taxable vs tax deferred IRA vs tax free Roth). I can see the calculations getting questionable when they need to make assumptions about tax brackets far into the future. Other assumption that need to be factored include IRMAA brackets/premiums and ACA subsidies. Generally, I'm pretty disgusted by the very slow pace Quicken rolls out product enhancements, but this one actually seems pretty tough.
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