Search found 3 matches
- Tue Jan 26, 2016 1:13 pm
- Forum: General questions and comments
- Topic: Roth Conversion
- Replies: 5
- Views: 13335
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
- Mon Jan 25, 2016 2:41 pm
- Forum: General questions and comments
- Topic: Roth Conversion
- Replies: 5
- Views: 13335
Re: Roth Conversion
Jim, Does this take into consideration the taxes on the IRA withdrawal or should I add an additional expense for that.
- Sun Jan 17, 2016 3:10 pm
- Forum: General questions and comments
- Topic: Roth Conversion
- Replies: 5
- Views: 13335
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.