Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner

Question

Trying to estimate our income in retirement and can't work out how withdrawals are calculated and our number looks wrong - on Windows PC. Is there an explanation of how withdrawals are calculated? And can you remove or edit the Withdrawals line? Thanks!

mshiggins · Answer

Basic info on withdrawals is they will cover annual expenses from taxable accounts if there is sufficient funds or from tax deferred accounts if balance in taxable accounts is not sufficient. Once you reach RMD age, the planner will begin your RMD withdrawals.

There are some nuances.

If you describe the issues you are seeing, likely we can advise how to work around them.

Quicken Kristina · Answer

Hello @Margio,

Thank you for reaching out!  The only way I can see to change the information that shows up on the Summary screen is to change your assumptions.  For instructions on how to do that, please see this help article:

https://info.quicken.com/win/how-do-i-update-my-lifetime-plan-lifetime-planner

I hope this helps!