Roth Conversion Res...
 
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Roth Conversion Results in 2022

 

NC Cpl
(@nc-cpl)
Trusted Member Customer
Joined: 11 months ago
Posts: 98
Topic starter  

Ran a few sequences of different Roth conversion strategies across a few scenarios using the Optimize feature. In every case there was no red line produced and no amount appearing in the What If - Baseline Savings cell (it was actually red and negative a few times), but there is no longer a popup message indicating roth conversions are not recommended. I'm assuming this is the correct interpretation of the results, yes?


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Stuart Matthews
(@smatthews51)
Member Admin
Joined: 2 years ago
Posts: 335
 

Yes, this is what happens in PRC2022 when the Roth optimization doesn't find a way to improve over no conversions.

Stuart


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NC Cpl
(@nc-cpl)
Trusted Member Customer
Joined: 11 months ago
Posts: 98
Topic starter  

Would there be any benefit to converting up to and no more than the headroom amount in the tax bracket for any given year, or does PRC take that small amount into consideration with its recommendation not to convert?


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