Flexible Retirement Planner Support Forum

Good Morning Jim, I would like to tell you that your software, Flexible Retirement Planner Evaluation, is great. Since my last login, I have worked with a financial planning company and a local CPA to determine my options for a Roth conversion and basic planning for Traditional IRA distributions. Yo...

Good Morning Jim, I have spent the last few days getting to know another program for retirement planning. That software was good but extremely complicated and not very friendly. I had used FRA a few days before that software and was trying to determine which was best for me and FRA has won the battl...

I think you are correct. Thanks again.

Yes - a cheat sheet! :D Thanks again for your replies. One additional question: Is there a way to set up the software to block money going to the Taxable account and go to a Roth only? Using the software to plan - My plan is/was to create a Roth IRA, do periodic withdrawals (monthly) over each year,...

Jim, just came across a question and reply in the forum about the Detailed Table columns from 2016. I am having an awful time trying to learn the "accounting" in the detail table - where is money going/moving to and when. I have slowly/painfully picked up on some columns, but, is there a "paper" or ...

jimr - thanks for your reply. It helped me understand, of course I had to read it and review the tables several times. As a result of your reply, I ask you this: I have one banking account from which I use normal checking and have a sizable amount built up from consolidating a savings account into t...

New user - I am trying to plan for a Roth conversion over the course of about 10 years. I set my information/data. I have the initial Taxable Portfolio Value set to $0.00. I entered my Tax Deferred Portfolio value, set the Tax Free Portfolio value to $0.00. Fill in all the other information on the S...