How To Undo a ROTH ...
 
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How To Undo a ROTH Optimization  

 

Motogopher
(@motogopher)
Active MemberCustomer
Joined: 4 weeks ago
Posts: 11
Topic starter  

I've read the manual several times, can see the spreadsheet saving ROTH conversion amounts in the Tabular Projections and the charts, but how do I remove these ROTH conversions to get back to having none? I can't seem to find any reference to that anywhere. I want to get back to my baseline, change my retirement date and then run the ROTH optimization again, and probably remove it again. Thanks.


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Stuart Matthews
(@smatthews51)
MemberAdmin
Joined: 5 months ago
Posts: 94
 

You just click the big button with the blue glow around it and that will rotate the Roth conversion mode between "No Conversions", "Fixed Duration" and Tax-Bracket-Limited". You want it on No Conversions to set your baseline.


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Motogopher
(@motogopher)
Active MemberCustomer
Joined: 4 weeks ago
Posts: 11
Topic starter  

That's actually what I tried first. Here's what happened. The calculations automatically convert spouse accounts also. When changing back to No Conversions, I didn't notice that the spouse conversion wasn't automatically reset the same way it automatically occurred when optimized. Looks good now. Thank you.


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