Roth Conversion Scenarios

Can I run Roth Conversion scenarios to see if it makes sense and the best timing and amounts for a conversion?

You can run Roth Conversion scenarios under Scenarios>Roth IRA Conversion. Most people run scenarios where they specify that they want to stay under a certain tax bracket.


The program will show you exactly how much to convert in each year so you just stay under the selected tax bracket. You can also choose your own amounts to convert each year by selected 'Manual Entry'. 


View the amount to convert, taxes, tax rates, and many other important variables in the Roth conversion scenario vs. the base case where you don't convert.



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