VeriPlan Personal Financial Planning

DIY financial and retirement planning Excel calculator software

financial planning

Affordable Care Act subsidies and the Obamacare ACA Premium Tax Credit subsidies mechanism

Obamacare Affordable Care Act (ACA) subsidies and premiums are automated in VeriPlan’s lifetime financial planning projections This article is provides the full text of VeriPlan’s financial planning projection features for Affordable Care Act (ACA) health insurance coverage and Obamacare Premium Tax Credit subsidies. Lifetime projections of ACA subsidies and premiums are automatically customized for each […]

Converting to Roth after retirement versus making Roth contributions while working

Economic and investment tradeoffs between traditional and Roth retirement account assets This article discusses economic tradeoffs between traditional tax-deductible retirement account contributions and non-deductible Roth retirement contributions and conversions. It is helpful to understand the lifetime investment model underlying the comparison between tax-deductible traditional and Roth retirement contributions and converting to Roth after retirement. For […]

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