Planned

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Roth conversion - tax bracket

Would like to model Roth conversions up to tax brackets. Example would be to do a Roth conversion only if I have a gap at the 12-15% tax bracket....or 22-25%.

44 votes

Tagged as Suggestion

Suggested 02 April 2023 by user Chad Gammon

Moved into Planned 28 March

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  • 02 April 2023 Chad Gammon suggested this task

  • 02 April 2023 Kyle Nolan approved this task

  • avatar
    tiger1972

    Adding on to this would be some version of real-time display of the impacts like being able to see the Tax Analysis: Taxes chart.

    That’s one of the challenges of the current conversion modality, not being able to see immediate detailed tax changes (aka each year) while making changes.

    18 February

  • 28 March Kyle Nolan moved this task into Planned