If you don't mind spending $149 and a little time to insert your data this program might be of help to you. It was extremely helpful to me to model Roth conversions. Converting in the near term at high tax brackets in my case was still positive due to IRMAA and tax on SS.
This is a good article to read:
https://larrykotlikoff.substack.com/p/w ... onversions
https://maxifiplanner.com/roth-conversion-optimizer
This is a good article to read:
https://larrykotlikoff.substack.com/p/w ... onversions
https://maxifiplanner.com/roth-conversion-optimizer
Statistics: Posted by cldrunner — Thu Jan 23, 2025 5:57 pm