Roth conversion dur...
 
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Roth conversion during a short-term deep drop of the equity market

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(@hecht790)
Eminent Member Customer
Joined: 3 years ago
Posts: 38
Topic starter  

Although I am in the camp that believe in Buy and Hold and never use timing – i.e., setting a comfortable overall Equity/Fix ratio and stick with it regardless of the market fluctuation. Therefore mode 2 is essential for that approach. However, a drop of 50% in the equity market is an opportunity for Roth conversion (but still maintaining the Equity/Fix ratio). History shows quick recovery from a deep within few years. Can PRC tool calculate the benefit of a 30%-50% short-term equity market deep for Roth conversion? Especially using mode 2 that has only two periods.


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 689
 

Hi Gaby,

That isn't possible in the current model due to the 2-period limitation; however, it will be possible in the web version which we plan to release in January because it'll support as many different time periods as you want (within reason).

Stuart


   
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(@hecht790)
Eminent Member Customer
Joined: 3 years ago
Posts: 38
Topic starter  

Thank you, Stuart. What will be the relation between the web version and the Excel version. Will it be possible to align both versions by using the Excel Export file on the Web version?


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 689
 

@hecht790 Yes, the web version will import an export file generated by the Excel version.

Stuart


   
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