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Special Withdrawals

Submitted by ed.reesegt@veri... on 26 July 2011 - 10:11pm

I'm a bit surprised at the results of special withdrawals. Assume a smooth widthdrawal rate is 40K, and you put in 10K in special withdrawals. I would expect to see 50K out that year, but instead I see 10K. This may be what is planned, but was not what I expected. It is easy to work around, just surprising. I just downloaded the latest release.

Sorry for a second topic, but the intro video works on my computer but your tutorial videos don't. Is there a web site problem, or what software is needed on my computer to run these?

I see a small icon that disappears and the area for the video screen is just background. I have two computers that seem to run normally that won't run your videos.

Thanks.

‹ Adding 401K & Roth Future contributions are added but not reflected in reports Using Section 457 retirement account before age 65 to optimize taxes & rates ›
Submitted by Dick Munroe on 27 July 2011 - 9:50am.
1

Retirement Account special withdrawals?

I forget exactly how we rigged this, but I believe that if you specify a special withdrawal then we assume you know what you want to take out of the retirement account (it doesn't say ADDITIONAL withdrawal) and do so. We should smooth from then on. The MDRs should be taken into account, so any withdrawal will be at least the MDR for the account.

Admittedly, the name "special" is probably a little misleading under these circumstances but we wanted a parallel to the special withdrawal mechanism we already had in place so that's why the wording.

Best,

Dick Munroe

Submitted by Dan Royer on 29 July 2011 - 11:15am.
2

The screencasts require flash to be working on your browser:

http://www.ehow.com/how_4828808_enable-flash-player.html

that link shows how to turn on/off flash in your browser.

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