Search found 3 matches

by fedupforone
Thu Apr 08, 2021 3:12 pm
Forum: General questions and comments
Topic: Roth Conversions as 1st class citizens!
Replies: 4
Views: 10478

Re: Roth Conversions as 1st class citizens!

Wow, great turnaround on a request! Initial testing looks very good. I really like it :D
by fedupforone
Sat Mar 13, 2021 11:15 pm
Forum: General questions and comments
Topic: Roth Conversions as 1st class citizens!
Replies: 4
Views: 10478

Roth Conversions as 1st class citizens!

Roth Conversions have become very popular and I think they deserve to be treated as "first class citizens" in the data entry modeling. Other threads in this forum are ended with the suggestion to model it with 3 line items in the advanced inputs. - Tax Deferred + Tax Free + Other Expense (...
by fedupforone
Sat Mar 13, 2021 10:41 pm
Forum: General questions and comments
Topic: Categorization of Additional Inputs
Replies: 0
Views: 49590

Categorization of Additional Inputs

Roth Conversions - an example of multiple lines in the "Cash Flows" of additional inputs that are grouped together. This takes three line items in the "Cash Flows" table to model - a negative amount to a Tax Deferred type, a positive amount to a Tax Free type, and an Other Expens...