Why isn't Lifetime Planner showing tax on tax-deferred withdrawals?
I have both ROTH and Traditional IRAs in Quicken. Lifetime Planner doesn't start to show taxes on my IRA withdrawals until 2029, even though it shows withdrawals from tax-deferred accounts starting in 2024. Is it using up my ROTH funds first?! This doesn't seem smart.
This discussion has been closed.