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 […]
Understand optimal Roth contribution and conversion strategies using Roth conversion analysis software This is the first of two Roth retirement account contribution and Roth IRA conversion videos that I’m doing. This first video overviews the best lifetime Roth contribution aided by Roth conversion analysis software to develop optimize the best strategy for most people. All […]
Roth IRA Conversion Tax Calculator Software Excel Using VeriPlan to evaluate Roth retirement account contribution and conversion trade-offs This is the third part of a three-part article on Roth IRA conversion tax calculator software and Roth IRA contribution calculators. < — Part 1) Roth IRA Conversion Calculator < — Part 2) Evaluating Roth IRA Conversions […]
Evaluating Roth Excel Conversion Calculator Software This is the second part of a three-part article on Roth conversion planning software, including information about Roth IRA conversion optimizer calculators and Roth IRA investment calculators. This article could help you to make a more informed decision about your family’s Roth investment strategy. Key to you making a […]
Best Roth IRA Conversion Calculator for Excel This is the first part of a three-part article on Roth retirement account contributions, Roth IRA contribution calculators, and traditional IRA to Roth IRA conversion calculators and strategies. These articles will help you to evaluate the minimum requirements of any Roth IRA conversion calculator base on Excel. Part […]