How to get IRA withdrawal at 70-1/2 vs at 70


My birthday is in the second half of the year, but Esplanner wants to start taking IRA withdrawals the year I'm 70 vs. the year I'm 70-1/2. Is there some setting I can change to get out to start the correct year?


dan royer's picture

You can set the first year of smooth withdrawal in the Key Ages tab. You an also use a special withdrawal for one year or any set of years if you want to override the smooth withdrawal pattern.

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