Roth IRA Conversion Calculations with Maxifi

Submitted by BMtoCAPT041577 on Thu, 03/15/2018 - 14:10

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I am considering making the switch and was wondering if Maxifi could be used to decide if a conversion makes sense. If so, how would I do this?

Thanks much!

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dan royer

Thu, 03/15/2018 - 16:21

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Yes, similar to ESPlanner, in

Yes, similar to ESPlanner, in MaxiFi you create the withdraw from the IRA--this will incur the income tax--then create a contribution in the same year to the Roth. Then compare discretionary spending levels.

BMtoCAPT041577

Sun, 03/18/2018 - 07:59

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Thanks Dan for the info!

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Roth IRA Conversion Calculations with Maxifi

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Yes, similar to ESPlanner, in

Thanks Dan for the info!

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