New RMD vs. % Withdrawal Evaluator posted
A new spreadsheet was added to the FREE DOWNLOAD & PURCHASE store: the RMD vs. % Withdrawal Evaluator. This tool lets you visually compare the impact of making withdrawals from a retirement account according to the 4% Rule (or another percentage) and/or the Required Minimum Distribution (RMD) rules from the IRS.
The tool helps you see the results of different withdrawal options, with different returns, high or low inflation, or starting withdrawal percentages. The tool is available in Excel, LibreOffice, and OpenOffice formats.
TM Tools, LLC ©2026