VeriPlan Personal Financial Planning

DIY financial and retirement planning Excel calculator software

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Using VeriPlan’s year-by-year Roth conversion calculator

Plan for your best low tax rate years to do Roth conversions Roth conversion analysis is the last thing that you should do when developing a do-it-yourself lifetime financial plan in VeriPlan. Roth conversion decisions are a tax-optimization of your final plan. Other decisions you make while building your lifetime financial plan will affect the […]

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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