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  1. "Consumer"

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    0 comments  ·  RetirementView - Ideas Forum  ·  Admin →
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    Shawn supported this idea  · 

  2. Consumer: Allow withdrawals to be chosen from anything other than "Any Available" for more efficient tax planning

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    0 comments  ·  RetirementView - Ideas Forum  ·  Admin →
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    started  ·  Admintorrid (Admin, Torrid Technologies) responded

    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.

    Shawn shared this idea  ·