Additional Withdrawal

[SpokaneJim]

In Detail View with Show More Detail selected, there are two columns, Additional Withdrawal and Add'l Withdrawal with Taxes.

What is the purpose of these columns; what do they mean?

Is this money than can be withdrawn beyond planned expenses?

Thanks in advance.

[jimr]

Additional withdrawal is the amount that needs to be withdrawn from the portfolio to fund expenses after retirement income and rmd withdrawals are taken into account. Additional withdrawal with taxes adds in any taxes on the withdrawal in cases where the withdrawal was made from the tax deferred portfolio.