NewRetirement

This article explains when Required Minimum Distributions are modeled to be taken and how they are handled.

When are RMDs taken within the Planner?

Excess income is money that is not earmarked in your plan to be saved or spent.

This video demonstrates modeling your excess income.

This article describes the 3 withdrawal strategies available in PlannerPlus.

This video demonstrates how to customize your withdrawal strategy.

This video demonstrates the use of transfers, one-time expenses, and disbursements.

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