![]() However, it is critical that you understand your effective and incremental tax rate on conversions and to do that I just ran lots of scenarios with TurboTax to understand how my tax burden changed with varying conversion amounts. Our tax calculator stays up to date with the latest tax laws, so you can be confident the calculations are current. My two cents is that there is so much uncertainty in future assumptions that putting lots of work into exact solutions is not worth the effort. One is the retiree portfolio model found in the wiki the other is i-ORP (can't find a link quickly but you should be able to find with a forum search).īoth of these are good tools but very complex and detailed. ![]() There are a couple of programs often discussed on the forum that attempt to do that. If you are asking about more complex models of different conversion amount over the years neither Taxcaster nor Turbotax is going to do that for you. Not sure what you mean by "modeling" If you want to know how TaxCaster handles a conversion, JW-Retired gave you that answer.
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