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Roth conversion - percentage

I’d like to be able to model a Roth conversion at a percentage. If I have a Traditional IRA that has a value of $100k. I may want to convert 90% of it and leave 10% for eventual QCD distributions as an example.

3 votes

Tagged as Suggestion

Suggested 02 April 2023 by user Chad Gammon

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02 April 2023 Chad Gammon suggested this task
02 April 2023 Kyle Nolan approved this task
Shawn S

Probably need a few more parameters for your request here.

If it’s in one year then that’s straight forward. And your request would be similar to these other requests: https://changemap.co/projectifi/projectifi/task/5845-starting-amount-being-a-percent/ https://changemap.co/projectifi/projectifi/task/5847-specifying-expensesdeductions-as-percentages-of/

Or were you thinking about. “I want to convert 90% of this account over some number of years?” In this case we’d need to think about is it 90% of the starting value (regardless of growth, or with growth?)? Or maybe we say stop when the source account reaches a certain threshold instead?

08 November 2024