Changing the Withdrawal Order
How can I control which accounts are used first for withdrawals?
WealthTrace generally withdraws funds from accounts in the order they are listed. If a Roth account is being used before a taxable account, review the account order and move the accounts you want to use first higher in the list.
Click the Reorder Rows button, then drag and drop the accounts into your preferred order, as shown in the screenshot below. Move the accounts you want WealthTrace to use first higher in the list.
You can also lock specific accounts so they are not used until a certain date or until all other available accounts have been depleted.
