Distribution Priority

Tax Neutral Distributions

Use this section to adjust the inclusion and priority of tax neutral distributions during retirement.

Unselected Distribution Priority Items

Select the items to use for distribution in retirement.

Distribution Priority Items and Order

Use the arrow keys to change the order of the items selected.

Tax Wise Distributions

Use this section to adjust the tax wise distributions during retirement.

Tax Bracket Sensitivity

The brackets can be disregarded, or, they can be considered below or above a stated threshold.

Default Tax Bracket Threshold

Enter a desired value for the tax bracket threshold here.

Account Types Allowed and Distribution Order

If brackets were disregarded for tax bracket sensitivity, account order can be changed by the up and down arrow keys.  If tax bracket sensitivity was enabled above, select to include or not include particular accounts in addition to distribution order.