Hello,
I was just reading in Kiplinger magazine about a “Smart Withdrawal” tool which illustrates how to take out retirement income from tax deferred, taxable, and Roth accounts. I have to first setup a profile which is expected as I’m now on their marketing lists. What bothers me is I also have to link my bank accounts and vanguard accounts to their “secure?” Site. It claims it’s not allowed to access the accounts. Has anyone tried using this program? I am concerned about the access to my accounts parts. I guess I’m cynical but not sur how trustworthy it is. Anyone else try it and what were your thoughts? Thanks..
I was just reading in Kiplinger magazine about a “Smart Withdrawal” tool which illustrates how to take out retirement income from tax deferred, taxable, and Roth accounts. I have to first setup a profile which is expected as I’m now on their marketing lists. What bothers me is I also have to link my bank accounts and vanguard accounts to their “secure?” Site. It claims it’s not allowed to access the accounts. Has anyone tried using this program? I am concerned about the access to my accounts parts. I guess I’m cynical but not sur how trustworthy it is. Anyone else try it and what were your thoughts? Thanks..