What Is DrawDownIQ? Tax-Smart Retirement Withdrawal Planning

The order you withdraw from your IRA, Roth, and brokerage accounts determines your federal tax bill every year — and most retirees get it wrong. DrawDownIQ models three withdrawal strategies for the current tax year, side by side, with the math shown. In this 90-second overview: ▸ Why the same $50,000 of spending can produce very different tax bills ▸ The three account "buckets" and how the IRS treats each one ▸ How DrawDownIQ compares strategies across federal brackets, Social Security taxation, and RMDs Try it yourself: https://drawdowniq.ai — 7-day free trial (code RETIRE14 extends it to 14 days) All videos: https://drawdowniq.ai/videos.html Financial advisors: https://drawdowniq.ai/advisor.html Built by a fee-only CFP®. DrawDownIQ is an educational modeling tool operated by Index Gurus, Inc. It does not provide tax, legal, financial, or investment advice. Outputs are estimates based on the information you provide and model federal tax only. Review any decision with a qualified tax professional. #RetirementPlanning #RetirementWithdrawals #TaxPlanning

Added 16 Jul 2026