Suggestions

:speech_balloon:

Roth Conversion - complete by age

Say I am retired at 45 and now have room to Roth convert, I would love to be able to designate that by age 60, the level of my pre-tax account should be equal to a $ value I set (potentially $0). This may be an optimizer option / a scenario where the model can recommend a more optimal age / balance for the user to agree to.

I believe this will be specifically useful if it can be “hard-coded” into a withdrawal strategy, as I believe many would prefer to “take the government” out of their accounts by a certain age.