Here is a video that steps through the process of setting up planned withdrawals from accounts and how to ringfence funds using liquidation limits: Liquidation Limits and Planned Withdrawals.
- About the Planned Withdrawals screen and how to schedule withdrawals
- Liquidation Limits and Planned Withdrawals - Tools for controlling future asset liquidations
- Scheduling planned withdrawals from pensions
- Liquid Assets - How do cash inflows meet the exact need certain years of the plan?
- Liquidation Order - Setting the order in which liquid assets may be liquidated, if needed to fulfil expenses