Search found 7 matches

by joerob58
Sat Jul 13, 2019 7:31 am
Forum: General questions and comments
Topic: Documentation for Detailed Table and what the headers mean
Replies: 6
Views: 986

Re: Documentation for Detailed Table and what the headers mean

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...
by joerob58
Wed May 08, 2019 6:18 am
Forum: Simulation mechanics, assumptions, and inputs
Topic: Standard Tax Deduction
Replies: 4
Views: 916

Re: Standard Tax Deduction

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...
by joerob58
Sun May 05, 2019 8:36 am
Forum: General questions and comments
Topic: Documentation for Detailed Table and what the headers mean
Replies: 6
Views: 986

Re: Documentation for Detailed Table and what the headers mean

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,...
by joerob58
Sun May 05, 2019 1:01 am
Forum: General questions and comments
Topic: Documentation for Detailed Table and what the headers mean
Replies: 6
Views: 986

Documentation for Detailed Table and what the headers mean

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 ...
by joerob58
Fri May 03, 2019 2:07 pm
Forum: General questions and comments
Topic: Taxable Portfolio Value
Replies: 3
Views: 724

Re: Taxable Portfolio Value

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...
by joerob58
Fri May 03, 2019 8:25 am
Forum: General questions and comments
Topic: Taxable Portfolio Value
Replies: 3
Views: 724

Taxable Portfolio Value

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...