VeriPlan Personal Financial Planning
DIY financial and retirement planning Excel calculator software
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 […]
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 […]