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Re: Retiree Roth Conversion Decision Model

Thanks for your diligent work BigFoot! You have helped me figure out the optimal ages for SS in my circumstance.
by SlowLane
Fri Dec 28, 2012 1:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retiree Roth Conversion Decision Model
Replies: 98
Views: 18822

Re: Retiree Roth Conversion Decision Model

:thumbsup :thumbsup

Two thumbs up from me! Version 5.5 is great! I like the "Start Year" for withdrawals - it is a very good solution. And the additional tax brackets make your model more robust. Great job BigFoot!
by SlowLane
Sun Nov 18, 2012 3:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retiree Roth Conversion Decision Model
Replies: 98
Views: 18822

Re: Retiree Roth Conversion Decision Model

:D BigFoot, you are on the ball! You provide better support than commercial software vendors! Strategies for Tax-Efficient Retirement Withdrawal is a whole other topic. Here is one link: http://www.fpanet.org/journal/CurrentIssue/TableofContents/TaxEfficientRetirementWithdrawalPlanning/ The above ar...
by SlowLane
Fri Nov 16, 2012 10:41 am
 
Forum: Investing - Help with Personal Investments
Topic: Retiree Roth Conversion Decision Model
Replies: 98
Views: 18822

Re: Retiree Roth Conversion Decision Model

:happy Bigfoot, thanks for your Roth Model. It is a very good tool for learning about Roth IRAs and the tax situation. My question was "how much should I convert in 2012, before the 2013 tax increases?" I had to do some fiddling, but I arrived at the answer using your Roth Model. You did a...
by SlowLane
Thu Nov 15, 2012 2:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Retiree Roth Conversion Decision Model
Replies: 98
Views: 18822

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