Learn More about our Smart Withdrawal tool. Traditional approach: Withdrawals from one account at a time Available to investors who work with a Personal Capital … Take control of your money now with Personal Capital. The effect is a more stable tax bill over retirement and potentially lower lifetime taxes and higher lifetime after-tax income. Manage your assets and investments, get objective advice and strategies, all at PersonalCapital.com. Use Personal Capital's free personal financial software and tools to monitor net worth, manage investment portfolios, find hidden fees, and track spending. Personal Capital shines when it comes to retirement resources, which include the proprietary Smart Withdrawal tool, designed to maximize retirement income by … Fortunately, tools such as Smart Withdrawal can help take the guesswork out of your retirement withdrawals. Personal Capital - Investing. If you are unsure of your advisory team’s contact information, please email service@personalcapital.com . It uses advanced tax forecasting to predict your optimal account withdrawal order in retirement. On the other hand, Personal Capital offers a broader array of services for their higher fee, including personalized estate, tax and legacy planning. Personal Capital's personalized approach takes a holistic view of a client's financial picture — not just the assets it manages. To get started, consider these 2 simple strategies that can help you get more out of your retirement savings, depending on your personal situation. Personal Capital Corporation. Smart Withdrawal is available exclusively to the paid advisory clients. What does Personal Capital cost? Our Smart Withdrawal feature creates a withdrawal schedule for you based on your financial situation and goals. This helps you withdraw funds without incurring greater tax liabilities. How does Personal Capital make money? Personal Capital has a new feature called Smart Withdrawal as an addition to our popular Retirement Planner tool. Betterment aims more at helping you manage your portfolio needs, such as helping you set goals for retirement or creating a tax-smart withdrawal plan during retirement. ... We are Personal Capital's … Paid services include a financial road-map, a personal strategy, smart withdrawal and employer plan analysis. The Savings Planner is a feature that allows you to understand how much you are saving and how that compares to what you should be saving. If you’re a client, the Savings Planner converts to our Smart Withdrawal Planner™ once you retire. Personal Capital makes its money as a financial advisor, which is currently offered only for investment portfolios of $100,000 or more. We suggest that you speak to someone on your advisory team directly about all of the different options available to withdraw funds from your Personal Capital investment account. 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