Additional withdrawal strategies

When using the Distribution and Conversion screen, we have added three additional withdrawal strategies to give you more flexibility in specifying the order of accounts from which to fund cash flow deficits. You can see the impact of the different strategies on the Tax / Distribution screen, and use the "Distribution strategy" in the Retirement Analysis section to incorporate it into your proposed plan.

We have relabeled the 'Sequential withdrawal' strategy 'Standard - taxable, tax deferred, tax free' to clearly differentiate it from the new strategies.