Popular prompts: Retirement and withdrawals

These prompts help you check whether you're on track to retire and plan withdrawals, Roth conversions and required minimum distributions. Click any prompt to open it in Mezzi chat.

• What should I invest in my 401(k) given the investments I already own? I'll upload my plan's fund choices next. Please wait for the attachment, then suggest a mix that fits my whole portfolio and retirement timeline.

• Am I on track to retire, and could I realistically retire early?

• Run a Monte Carlo analysis of my retirement plan and show my odds of success.

• Should I do a Roth conversion, and how much each year? Compare a few scenarios.

• Should I contribute to a Roth or a traditional IRA?

• What withdrawal order (taxable, pre-tax, Roth) keeps my taxes lowest in retirement?

• Project my required minimum distributions and taxable retirement income for the next 10 years.

• How will my retirement income and Roth conversions affect my Medicare premiums?

• When should I claim Social Security?

• What are the withdrawal rules for my inherited IRA?