Optimize Roth conversions & drawdown between account types
I recently bought ESPlanner & it seems like a very powerful tool. There are a few areas I'd like to optimize, but I'm not sure if ESPlanner provides that capability.
1. Recommend/optimize a Roth conversion plan between when I retire and start Social Security
2. Optimize spending across accounts (taxable, tax-deferred, and Roth IRA), for both pre & post Social Security.
I'll have about 10 years between retiring & starting Social Security, with financial assets about evenly split between taxable and tax-deferred accounts, and I'd like to optimize my drawdown plan between account types and making Roth conversions (before starting SS).
Any thoughts if ESPlanner could help with these optimizations. If not, any other recommended tools?