Search found 3 matches

by jeremy
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...
by jeremy
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?
by jeremy
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?