Strategic Withdrawal Sequencing

Retirement Inputs

Current Age:

Life Expectancy:

Annual Withdrawal Need:

Average Capital Gain % (Taxable Withdrawals): Applied only to taxable account withdrawals

Retirement Accounts

Account Name:

Balance ($):

Account Type:

Growth Rate (%):

Account Name:

Balance ($):

Account Type:

Growth Rate (%):

Account Name:

Balance ($):

Account Type:

Growth Rate (%):

Strategy Note: Sequential withdrawals draw from one account at a time until it is depleted, then move to the next account. Proportional withdrawals pull from all accounts each year based on each account's share of total portfolio value.