Suggestions

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Usability suggestion: Roth IRA cash-flow priority

The way a backdoor Roth IRA conversion is entered currently, the user creates a cash-flow priority for Roth IRA normally, then selects “Backdoor Roth IRA.” as the contribution limit under Goal Details.

It isn’t intuitive to specify “Backdoor Roth IRA” as a contribution limit. The backdoor maneuver does describe the mechanics of getting money into the Roth IRA though so I propose that “Backdoor Roth IRA” be moved to Mechanics and made a toggle there. This location would be more intuitive for the user to be able to find this setting. This change would also enable the user to separately specify a $ contribution limit under Goal Settings.

Related: projectionlab.com/help/backdoor-roth

1 vote

Tagged as Suggestion

Suggested 03 April by user Amy