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Topic starter August 20, 2025 8:34 pm
One of the key drivers for me to test Pralana is that it has the capability of doing Roth Conversion Optimizations that aren't influenced by the AA of the Roth Account.
That said, there are some Enhancements that I think would make this capability significantly better.
1. Provide a Floor of funds that should NOT be converted. This is highly useful for:
- Medical Expense Buffer
- Inheritance by Charities
- Inheritance by heirs in a lower tax bracket
Thoughts?
Hunter Fox reacted
