Getting started
What is DrawDownIQ?
Start here — a 90-second overview of the problem, the solution, and who it's for.
Overview
What is DrawDownIQ and how does it work?
The order you withdraw from retirement accounts determines your tax bill — and most retirees get it wrong. This video explains the three-bucket problem and how DrawDownIQ solves it.
⏱ ~90 seconds
How it works
Withdrawal strategy & the math behind it
Understand why withdrawal order matters and how DrawDownIQ calculates your tax bill — step by step.
Tax strategy
Why does withdrawal order affect my taxes?
Using a real example — Janet, age 68, needs $60,000 — we compare three withdrawal strategies and show exactly why the optimized approach saves $5,930 in a single year.
⏱ ~2 minutes
Transparency
Show the math: how DrawDownIQ handles the tax code
Not a black box. We show every bracket calculation, the Social Security inclusion formula, all 50 state tax rates, and how to verify our numbers yourself at IRS.gov.
⏱ ~2 minutes 20 seconds
For financial professionals
DrawDownIQ for advisors
How CFPs, CPAs, and RIAs use DrawDownIQ to run withdrawal optimization across their entire client base.
For advisors
How do financial advisors use DrawDownIQ?
From client onboarding to PDF report in minutes. See the advisor dashboard, workflow, and ROI — $49/month for unlimited clients, with an 8.5x return on saving just one client $5,000 in taxes.
⏱ ~2 minutes
Trust & security
Your data, your plan
Where your financial data goes, who can see it, and who owns your results.
Security
Your data, your plan: security at DrawDownIQ
We answer the questions you should ask before entering financial data into any web tool. Encryption, data ownership, CCPA rights, and what we will never do with your information.
⏱ ~2 minutes 15 seconds
Ready to see your optimal withdrawal path?
Free to start — no credit card required. Takes five minutes to run your first scenario.
Educational content only. These videos and DrawDownIQ are educational modeling tools only. Nothing here constitutes tax, financial, investment, or legal advice of any kind. Always consult a qualified CPA, CFP, or tax attorney before making retirement withdrawal decisions. Full disclaimer →