The growth rate on accounts will influence the order of drawdown.

Accounts with the lowest growth rate will be used first, allowing accounts with higher growth rates to continue to grow for the longest period of time. You may consider making slight changes to the growth inputs, such as 7.9% instead of 8%, to help influence the order of withdrawals.

The order tax-advantaged accounts are entered in the Savings and Assets section will influence the accounts' order to be drawn down for RMDs.

Re-enter your accounts in the tax-advantaged section in the order you wish for them to be used for RMDs. Entering the accounts in this way will only determine the order RMDs drawdowns.

To view withdrawal details per account, PlannerPlus members can go to Insights > Savings and scroll to the "Withdrawals" chart.

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