Cool. if u use Maxifi.com, shout if you have any questions. My email is kotlikoff@gmail.com. Plus we have a full time support expert, Dan Royer, who is terrific. Just click a Help button and you'll be in touch with him by email. best, Larry
I just ran a Roth conversion for each of $50K from 64 to 70. Their lifetime spending rose by $44K. So, there is definitely more money sitting on their table to be picked up. Are you using MaxiFi?
: )
Larry
Cool. if u use Maxifi.com, shout if you have any questions. My email is kotlikoff@gmail.com. Plus we have a full time support expert, Dan Royer, who is terrific. Just click a Help button and you'll be in touch with him by email. best, Larry
Yes, we'll have it updated in a week. Probably this Sat night. best, Larry
Thanks .. retiring Friday and I need to run my numbers i
Can you discuss the effects of converting some of the IRA to a ROTH within this plan?
I just ran a Roth conversion for each of $50K from 64 to 70. Their lifetime spending rose by $44K. So, there is definitely more money sitting on their table to be picked up. Are you using MaxiFi?
Yes, I use MaxiFi.
Will maxi planner software be upgraded to take this new rule into account?
Yes, this Sat is our goal.