Then that sounds useful. How does it account for state and federal estate taxes? Does it take into consideration the varying tax rates that apply to different asset bases? Or do you have to somehow calculate the overall tax rate and enter that value? If the latter, how does one deal with the fact that different Roth strategies would change the asset values, and hence the tax rates?
Statistics: Posted by afan — Fri Feb 07, 2025 6:46 pm