- We've added a new "Roth/Non-Roth Proportional" setting that allows for smooth withdrawals to be taken from Roth accounts and Non-Roth accounts proportional to the total assets in both types of account. This is in addition to the previously available "Roth First" and "Roth Last" settings.
- The "Optimize order of Roth/Non-Roth withdrawals" setting in the Maximization report now considers the Roth/Non-Roth Proportional withdrawal strategy in addition to Roth First and Roth Last to find the order resulting in the highest lifetime discretionary spending.
