Suggestions

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Non-qualified Withdrawal Warning (different from Early Withdrawals)

Non qualified withdrawals (like 529s) should be marked as such in the Plan Warning section. Calling them Early Withdrawals can confuse the output. People tend to think of these as withdrawals from IRA or 401k before 59.5.

2 votes

Tagged as Suggestion

Suggested 29 August 2024 by user Shawn S