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Personal Finance (Not Investing) • Re: Check my Roth Conversion "Answer"

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..take a look at Whether, when, and how much to convert (and the rest of that wiki article).
Which one is the "..A useful spreadsheet for generating these plots is the Personal Finance Toolbox (PFT).."

Lots of links in
https://www.bogleheads.org/wiki/Tools_a ... ce_toolbox
Either link in that wiki section: Personal finance toolbox (i.e., after those words and prior to Portfolio tools) will do.

In other words, follow either MMM Case Study Spreadsheet updates or 2022/2023/2024 taxes version. The former link provides some context, and the latter goes directly to the spreadsheet. You do need to download and use it in Excel to see charts.

Statistics: Posted by FiveK — Mon May 20, 2024 7:48 pm



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