Multi-Account Withdrawal Optimizer

Discover the most tax-efficient strategy to withdraw from your retirement accounts. Our optimizer analyzes your 401(k), IRAs, and taxable accounts to minimize lifetime taxes and maximize your retirement income.

Your Retirement Profile

Account Balances

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Personal Information

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Planning your retirement withdrawal strategy? You might also find our partner's Cover Letter Pro helpful for comprehensive financial planning.

Results

Enter your retirement details and click "Optimize My Withdrawals" to see your personalized strategy.

Disclaimer: This calculator provides estimates for educational purposes only. Results should not be considered professional financial or tax advice. Consult with a qualified financial advisor or tax professional before making decisions. Tax laws are subject to change and may affect calculations.