We are former subscribers and used your software to good effect in our SS decision making. Now that we are past 70 and retired, we need to create a Roth conversion strategy.
The bulk of our assets are in conventional IRAs and a 401k, but we've converted a small amount into Roth IRAs. The question is whether to continue to make conversions (and how much) as we will start receiving RMDs in 2024.
Do you have any recommendations about a) software to help us develop our own Roth conversion strategy or b) what kind of planner or consultant would assist us in developing a strategy?
Thanks,
Malcolm

Hi Malcolm. The 'Ask Larry' forum is intended only for Social Security related questions, so I can't advise you regarding Roth conversions. You may want to consider using our Maxifi planner software to help you with your financial planning. Information about the Maxifi planner software can be found on the following website: https://maxifiplanner.com/.

Best, Jerry