Roth IRA Conversion Calculations with Maxifi

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!


dan royer's picture

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.

Thanks Dan for the info!

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