analysis.rothcon.web
proj.rothconver.web

PRC helps you plan Roth conversions as well as after-tax rollovers from tax-deferred accounts to a Roth account.  You specify the starting year and the percentage of the account to be converted, and then tell PRC to do the conversion over a fixed duration or by a tax-optimized method wherein it converts as much as it can each year by filling a user-specified tax bracket.  It then does the calculations in real time and shows you the long-term effect on your savings projection.  The screenshot just below shows the page where the planning is done and the shot beneath it is that of a tabular output page that shows the amounts converted each year.

Pralana Consulting LLC, Plano, TX

© 2019 Pralana Consulting.  All Rights Reserved.

PRALANA RETIREMENT CALCULATOR | The Mercedes-Benz of Retirement Calculators

New Visitor? Start Here.

ADVANCED PERSONAL FINANCIAL MODELING  |  MONTE CARLO & HISTORICAL ANALYSIS  |   INTERACTIVE WHAT-IF ANALYSIS