FreedomDate — ASO
By Sue Strait on AppTrack Ninja.
Tax-Aware Retirement Planning
FreedomDate helps you plan retirement withdrawals with a clear, tax-aware view of how your strategy may perform over time. Build your plan using your own spending, income, account balances, and retirement timing. FreedomDate projects year by year through life expectancy so you can compare outcomes, understand tradeoffs, and make better retirement decisions. Features include: • Retirement drawdown projections from current age through life expectancy • Tax-aware withdrawal planning across cash, brokerage, traditional, and Roth accounts • Roth conversion planning with multiple strategy options •…
Categories: Finance
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