Search found 3 matches
- Thu May 01, 2025 2:12 pm
- Forum: General questions and comments
- Topic: Custom Withdrawl Order With Dividends vs. Asset Sales
- Replies: 4
- Views: 7998
Re: Custom Withdrawl Order With Dividends vs. Asset Sales
Ok. Thanks for the reply. I know there is some evidence to support a Proportional retirement withdrawal strategy vs a traditional "1 account at a time" method (see link below) for increased tax efficiency, but I understand your concern. https://www.fidelity.com/viewpoints/retirement/tax-sa...
- Thu May 01, 2025 12:48 pm
- Forum: General questions and comments
- Topic: Modeling Taxes on Taxes?
- Replies: 3
- Views: 56075
Re: Modeling Taxes on Taxes?
the investment and income tax rate inputs should be based on effective tax rate and not marginal tax rate, correct?
- Thu May 01, 2025 11:40 am
- Forum: General questions and comments
- Topic: Custom Withdrawl Order With Dividends vs. Asset Sales
- Replies: 4
- Views: 7998
Re: Custom Withdrawl Order With Dividends vs. Asset Sales
would it be possible to add a "proportional" option such that a person withdraws assets from all their accounts each year in proportion to their overall retirement savings?