Search found 3 matches

by jmp23834
Tue Jan 26, 2016 1:13 pm
Forum: Dealing with real world situations
Topic: Roth Conversion
Replies: 5
Views: 4288

Re: Roth Conversion

It doesn't look like the negative savings to the Tax Deferred account is being taxed. When I look at the detail all I see are the funds being moved. Is there a better way to model a IRA/Roth conversion
by jmp23834
Mon Jan 25, 2016 2:41 pm
Forum: Dealing with real world situations
Topic: Roth Conversion
Replies: 5
Views: 4288

Re: Roth Conversion

Jim, Does this take into consideration the taxes on the IRA withdrawal or should I add an additional expense for that.
by jmp23834
Sun Jan 17, 2016 3:10 pm
Forum: Dealing with real world situations
Topic: Roth Conversion
Replies: 5
Views: 4288

Roth Conversion

I plan to do annual Roth conversions each year to reduce the MRD's. What is the best way to show this? Right now I have 2 additional inputs under cash flow, a tax deferred savings for -50k and a tax free savings for +50k.