Search found 2 matches

by jalan
Tue Jul 09, 2024 4:52 pm
Forum: General questions and comments
Topic: Spouse retirement plan and different age
Replies: 6
Views: 89621

Re: Spouse retirement plan and different age

Can you clarify “break out income amounts for each?”
I am trying to figure out how I can model the later onset of withdrawals from retirement accounts for younger spouse.
by jalan
Tue Jul 09, 2024 12:20 pm
Forum: General questions and comments
Topic: Spouse retirement plan and different age
Replies: 6
Views: 89621

Spouse retirement plan and different age

How do I use additional inputs for my spouse who has separate retirement accounts (Roth and 401k)? We will begin withdrawing at a different time given her younger age. Is there a way of inputting the current balance and annual savings for her separate account?
Thanks!