Consumer: Allow withdrawals to be chosen from anything other than "Any Available" for more efficient tax planning
Allow specific expenses to be taken from tax deferred or tax free investments when those funds are available. For large purchases (i.e. automobiles), taking funds from tax free accounts can keep you from creeping into a higher tax bracket.
Alternatively, allow some customization or withdrawal strategies. Taking after tax money first, is not always the best strategy.
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Shawn
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You can set it to take special expenses from tax deferred or any available. So part of this is already done.
We are considering letting you also choose Tax Free as a 3rd option.