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Total Lifetime Taxes

 

Shelley Owens
(@srtowens)
New MemberCustomer
Joined: 3 months ago
Posts: 4
Topic starter  

I'm curious to know the total lifetime taxes (Fed and State) that I'm going to be paying. I know that I can go to the Graphical Projections|Taxes page and see the taxes year by year. I can also go to the Tabular Projections|Taxes page and highlight the tax columns to get Excel to sum them up. Is there anywhere else that I'm missing to see the total tax? I was thinking it would be great to see this total on the Roth Conversions page. I know that it gives you a total dollar amount by which the What If plan is better, but it would also be awesome to see Total Taxes with and without Roth Conversions. I apologize if this is super obvious and I just can't see it!


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Stuart Matthews
(@smatthews51)
MemberAdmin
Joined: 7 months ago
Posts: 125
 

Hi Shelley, I'm sorry to report that there are no other mechanisms in the current model beyond those you've mentioned to get the lifetime totals. I like your suggestion about including that on the Roth Conversions page, though, and have added that feature to the strong candidates list for the 2022 model.


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Shelley Owens
(@srtowens)
New MemberCustomer
Joined: 3 months ago
Posts: 4
Topic starter  

Thank you so much, Stuart! I appreciate your quick response and willingness to add it for next year!


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