Withdraws from both taxable and tax deferred accounts in lifetime planner

KerryW · January 23

Is there a way to make withdrawals from both taxable and tax-deferred accounts in the same year in Lifetime Planner? Something like a 60/40 split? Currently, lifetime planner defaults to taxable account withdrawals until they are depleted and then starts making tax deferred withdrawals

Scooterlam · January 23

Currently there is not a way to change how LTP does withdrawal sequencing. There is a idea post that makes this request - a flexible withdrawal order. Have a look, comment and vote.

https://community.quicken.com/discussion/7900885/lifetime-planner-idea-allow-user-to-change-account-order-of-withdrawal-sequence-in-ltp

Withdraws from both taxable and tax deferred accounts in lifetime planner

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