Search found 22 matches

by jwendellp
Mon Mar 29, 2021 12:55 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

On a Mac I think you have to go to System Preferences | Security & Privacy, where you should find a message asking if you want to allow opening the .jar file. Click yes and it should work.
by jwendellp
Sat Mar 27, 2021 8:07 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Sorry for the confusion and thank you very much for the help!
by jwendellp
Sat Mar 27, 2021 7:58 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Oh, that makes sense. So then additional input entries for tax rates need to be net effective rates then?
by jwendellp
Sat Mar 27, 2021 7:47 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Yes, I'm using Roth Conversion entries with 12% tax and one with 22% tax in the same year, and repeating with different amounts in subsequent years as base income assumptions vary.
by jwendellp
Sat Mar 27, 2021 7:27 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Ok, I understand the tax rates entered into FRP are generally assumed to be effective rates, not marginal rates, and I think that is the confusion here. I'm trying to model the long term effects of various extents of Roth Conversions up to the top of multiple marginal brackets, and I'm entering mult...
by jwendellp
Sat Mar 27, 2021 6:43 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Thanks Jim. I am loving the beta! There is a situation I'm modeling with a few years in the 10% marginal bracket and the Roth Conversion feature supports large conversions while accurately (at least with today's tax brackets) reflecting progressive taxes on the 12% portion and 22% portion as separat...
by jwendellp
Sat Mar 27, 2021 11:57 am
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

To clarify, the prior post refers to the Mac version. The windows version seems to launch and show the expected beta version.
by jwendellp
Sat Mar 27, 2021 11:50 am
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Hmmm... when I launch the beta (frp-standalone-04-04-01-beta2) and go to Help | About it still states v.04.03.04 built 01-05-2021. Also, there doesn't seem to be a new cash flow type of Roth available (the example shows 2 entries, one for negative qualified investment and another for net tax-free in...
by jwendellp
Fri Mar 26, 2021 2:43 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

I found the download link on another thread. I generally use a mac, but downloaded the beta on a windows 10 box, but when I launch it I get an error message stating, "This application was configured to use a bundled Java Runtime Environment but the runtime is missing or corrupt. Any guidance? O...
by jwendellp
Fri Mar 26, 2021 1:20 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Thanks for your efforts on this, Jim. I'd love to try the beta release but the URL seems to be truncated...
John