Withdraw From Qualified Accounts Before Taxable Accounts
I want to withdraw from my IRA before one of my accounts that is in the Taxable & Tax-Advantaged section. How do I do this?
There are two ways to control this. You can set an age when funds can be used from an account in the Taxable & Tax-Advantaged section, thereby "locking it out" for a set time period as you can see in the screenshot below.
You can also tell the program to only use the account after all other accounts have been depleted, as seen below.