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

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(@jj_ejm009_jj0)
Eminent Member Customer
Joined: 4 years ago
Posts: 21
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One metric I evaluate with Roth conversions is the immediate cost due to increased taxes and decreased ACA subsidy vs. the future portfolio gain. PRC presently shows the subsidy loss and the (What If - Baseline) but the tax information is not readily available from this screen.

In my particular case as an example, I can do a $13k conversion at a tax and subsidy loss cost of $3k to realize a $2k effective improvement in the (What If - Baseline). I do not see this as a valuable choice, it would be good if PRC could provide the data to easily see this from the analysis tool screen.



   
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