Paying Expenses and Taxes from Tax-Deferred Accounts
How can I prioritize tax-deferred accounts for expenses and taxes?
You can tie individual additional expenses to specific accounts, which overrides the standard withdrawal order for those expenses.
Use the Use of Funds Rules setting to prioritize qualified tax-deferred accounts for other withdrawals. You can lock taxable or Roth accounts until a specific age or set them to be used last. This directs WealthTrace to use available tax-deferred accounts first.
