Retirement Withdrawal Planner

Withdrawal order affects taxes, Medicare premiums, gains, RMDs, benefits, and portfolio flexibility. Compare these simplified annual scenarios, then confirm a coordinated plan rather than relying on one universal order.

Your Retirement Picture

Filing status in retirement

Other annual income(Social Security, pension, part-time)

Target annual spending in retirement

Account Balances

Taxable brokerage

Traditional IRA and 401k

Roth IRA

Start with your filing status, annual spending target, and at least one retirement-account balance.

Krovos will then show a simplified comparison to discuss with your tax professional.