Spend Down Withdrawal Feature
I just purchased ESP and my wife and I are not clear on how the spend down is done.
1. Does the program tell you when and how much to take from Regular Assets and IRA in a given year? Our assets are are almost 50/50. Do you have to make the decisions Would you please explain? We have purchased the 199.00 program and it shows as a feature. Is there a report that breaks out amounts respectively?
thanks in advance