Target taxable income?

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qwerty3656
Posts: 1
Joined: Mon Aug 07, 2023 4:50 pm

Target taxable income?

Post by qwerty3656 »

I am withdrawing tax deferred money 1st, but upto targetted amounts (for ACA purposes) then I withdraw roth money. I would expect to limit my tax deferred withdrawals when medicare starts for IRMAA purposes. Is there a way to specifiy an amount of withdrawal (rather than just taking ALL tax deferred money)?
jimr
Posts: 824
Joined: Thu Feb 28, 2008 6:48 pm

Re: Target taxable income?

Post by jimr »

Unfortunately the planner doesn't give you control over that. The withdrawal order that you configure in settings applies to all withdrawals throughout the plan.
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