Wish List

Roth Conversion Chart marked as Optimized.

First post and replies  | Last post by Bob James, 3 years ago

Provide federal + state/local taxes columns to Baseline and Resulting Amount tables in Roth Conversions analysis tool

First post and replies  | Last post by James Mittel, 3 years ago

457b Accounts

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 3 years ago

Interest-Only Personal Loan

First post and replies  | Last post by David Justice, 3 years ago

Hide one scenario on the comparisons tab

First post and replies  | Last post by Ted, 3 years ago

Expense Periods

First post and replies  | Last post by Ted, 3 years ago

Roth Optimization Process should automatically go through all IRMAA Options

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 3 years ago

Roth Conversion Optimization to top of 0% LTCG

First post and replies  | Last post by James Mittel, 3 years ago

Roth Conversion Optimization to top of 0% LTCG

First post and replies  | Last post by James Mittel, 3 years ago

Update ACA subsidy with new Inflation Reduction Act subsidy extension

First post and replies  | Last post by Bill Hines, Advice-Only Flat-Fee Financial/Retirement Planner, 3 years ago