Is there a recommendation out there for tax planning software (not tax prep) I’d like something that can pull in current investments like stock and mutual funds, evaluate and recommend changes and how long accounts should last in lifetime.
Ultimately trying to exactly pinpoint just how much can be taken from and IRA and not get taxed on it or social security.
Ultimately trying to exactly pinpoint just how much can be taken from and IRA and not get taxed on it or social security.
