Search found 22 matches

by jwendellp
Sat Feb 27, 2021 2:27 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

Thanks, Jim, I understand. Without knowing how difficult it might be to implement, enabling the "Taxable Percent" field for negative cash flows from Tax Deferred Savings would be a convenient feature.

Best,
John
by jwendellp
Thu Feb 25, 2021 1:09 pm
Forum: General questions and comments
Topic: Modeling Roth conversions
Replies: 41
Views: 383242

Re: Modeling Roth conversions

I'm in a similar situation where I plan to do Roth conversions for 5 years while staying within the 12% marginal rate. If I have specified additional inputs reflecting the 12% tax rate for those years, do I still have to explicitly specify "other expenses" for tax on the conversions, or wi...