I'm looking for software to model Roth conversion (free preferably but would pay if worth it). It needs to be tax centric, I've tried tools like New Retirement (Now Boldin) and found them to have too many levers for me to accurately model a strategic Roth conversion and taking into consideration things like IRMaa and other possible tax traps or bombs as they say.
Details if needed.
Details if needed.
Statistics: Posted by Basel Hodge — Mon Dec 16, 2024 9:52 am — Replies 6 — Views 146