FAQ: Where do I Enter Investment Withdrawals in the Income Section?

It is not necessary to add investment withdrawals to the Income Section of the Discovery Phase.

In Retirement, when you add Expenses to the Discovery > Expenses Section, the platform will make the necessary withdrawals from investment accounts to meet that after tax spending goal. This will vary each year depending on the type of income/withdrawals. These calculations happen automatically in Planning > Projections but you can always override withdrawals to specific values or use the AI Strategies to test various withdrawals options.