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Adding Special Withdrawals in Retirement Accounts - Thanks

Submitted by jeffwortman on 8 March 2010 - 11:14am

Suggestions For Improvements

I want to pass along a big THANK YOU for adding the feature that allowed special withdrawals in retirement accounts. You listened to the requests and that is appreciated. In my case (at age 59) I was able to make adjustments that increased our lifetime annual consumption over 10% and allowed my wife to stop working a year earlier than originally planned. With the ability to adjust for tax bracket thresholds and other life events I am now able to see a very nice improvement in our planned standard of living. Thanks again for you excellent product and great support.
Jeff Wortman

Submitted by Lowell Williams on 9 March 2010 - 11:25am.

You're welcome!

Submitted by Dick Munroe on 10 March 2010 - 8:55am.

Any chance that we could use this testimonial on our website?

Best,

Dick Munroe

Submitted by jeffwortman on 19 March 2010 - 2:27pm.

Just caught up with your question Dick. You can use my comment on your website.
Regards
Jeff Wortman

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