Thank you for your prompt reply. I'll check and make sure the additional benefits method is the same.BigFoot48 wrote: ↑Fri Jan 08, 2021 4:12 pm Hope you find the model useful. I can see the instructions in the cell comment may not be totally clear, but if a person is projecting future SS benefits they enter the PIA amounts, but if benefits have started you enter that amount, use your current age, and set the setting for "benefits started" to y. For your spousal benefit, you could also enter them in the "additional benefits" section with start age 70, but if what you did is working go with that.
I have just now worked with it enough to find the Roth conversion section, the filling the tax brackets next to that , etc. This is amazing. It is going to be so helpful to me in my situation of so much in retirement accounts, and now being a single tax payer.
Thank you for providing this. It is a literal God send.