Suggestions

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Ability to alter drawdown order at specific milestones

From our discussion on Roth optimization, we highlighted the potential value in altering the account drawdown order by milestone, as a way to help optimize the benefits of Roth conversions.

11 votes

Tagged as Suggestion

Suggested 05 December 2022 by user Shawn S

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  • 05 December 2022 Shawn S suggested this task

  • 05 December 2022 Kyle Nolan approved this task

  • avatar
    tiger1972

    I was thinking this same thing recently. But coupled with tax bracket based withdrawal priority as well.

    I find myself playing around with all the Roth conversion variables to control income to balance IRMAA and RMD and with each iteration I have to tweak drawdown order which again means tweaking the Roth variables.

    24 July 2023
  • avatar
    Fred E

    I was just trying to find this feature and checked here to make sure it was already suggested. Definite upvote from me.

    Monday