Search for Flexible Retirement Planner and/or Optimal Retirement

回答: 401 K Roth 转换USATiger2022-01-12 10:33:00

Both are free software inculding detailed Roth conversion strategies as well as other major parameters for retirement planning.

所有跟帖: 

谢谢,我先学习一下。 -USATiger- 给 USATiger 发送悄悄话 (0 bytes) () 01/12/2022 postreply 11:10:00

2nd is Optimal Retirement Planner, which was cut off with the pr -xlfan11- 给 xlfan11 发送悄悄话 (0 bytes) () 01/12/2022 postreply 12:18:27

Inside is a screen shot from FRP website -xlfan11- 给 xlfan11 发送悄悄话 (179 bytes) () 01/12/2022 postreply 12:28:01

这个表的tax rate 是怎么define 的 -wade- 给 wade 发送悄悄话 (0 bytes) () 01/12/2022 postreply 15:08:41

You can define your own tax rate (not marginal) -xlfan11- 给 xlfan11 发送悄悄话 (219 bytes) () 01/12/2022 postreply 16:13:52

ORP has more detailed Fed tax rate (marginal) -xlfan11- 给 xlfan11 发送悄悄话 (0 bytes) () 01/12/2022 postreply 16:37:11

Roth conversion is under "Additional Inputs" then "Cashflow Type -xlfan11- 给 xlfan11 发送悄悄话 (97 bytes) () 01/12/2022 postreply 12:33:21

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