Ask Larry

Does Your Software Analyze IRA Conversions?

Does your software analyse weather I would be better off converting a IRA to ROTH before taking our SS? I Know I would subject to the 85% tax torpedo.

Hi,

No, the basic maximization software is limited to Social Security issues. However, you may want to consider using ESPlannerPLUS: https://www.esplanner.com/purchase.

Best, Jerry

Posted: 
Jun 4 2017 - 10:13am
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