Assets will be used to satisfy goals if the inflow amounts are not sufficient.
By default, plan goals are satisfied in ranking order for a given year by:
- Income, RMD, FIA Income, Taxable Accounts and Account Specific Withdrawals
- Tax-Deferred Accounts
- Tax-Exempt Accounts
Turning auto-sort off allows you to customize the order of distribution for your assets. This is accomplished by dragging the accounts on the left-most side of the asset input and placing all assets in your desired distribution order.
RMD Sweeps allows you to move your RMDs into a specific account.
- Turn RMD Sweep on
- Click EDIT on the account you want to move your RMDs to
- Click the box for the RMD account
- Click SAVE