Hi Everyone! I am a new fool so pardon any foolish things I ask, here goes. I am lucky enough to have a very large amount saved up in my 401K and realize I can transfer over to a traditional IRA and THEN convert to a Roth IRA. My problem is all the software I've seen out there converts ALL of the IRA over as a whole and I haven't seen any that let you convert some over each year when you pay the tax in a lower bracket. If I convert as a whole I get in a rediculous bracket and wouldn't have that much cash to pay it anyway. I'm looking for a software which will allow me to make a series and annual conversions so that I can stay in the lower tax conversion brakets and thereby minimize my taxes and maximize my net. I'm ready to write my own spreadsheet but would appreciate anyone who knows of any cheap software. The one I did see wanted about $400 and I'm not even sure it would do what I want. HELP!!!!!!!
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra