Retirement Funding Engine
Expenses are funded only from accounts that are eligible under their individual rules. Unused balances remain invested.
Example Funding Need
$10,000
Allocated
$10,000
Shortfall
$0
Funding Sources
1
Recommended Sources
| Priority | Account | Amount | Reason |
|---|---|---|---|
| 1 | Savings CITI | $10,000 | Eligible under its withdrawal rule and funding priority. |