Does your software have the ability to factor in the effect of anticipated future tax rates (expiring TCJA rates) when looking at Roth conversions?
Does the software have the ability to to factor in the savings effect of Roth conversions depending on when a spouse dies. I rarely see the effect of moving to a single filer tax rate mentioned in discussions of Roth conversions.
Dear Larry
Does your software have the ability to factor in the effect of anticipated future tax rates (expiring TCJA rates) when looking at Roth conversions?
Does the software have the ability to to factor in the savings effect of Roth conversions depending on when a spouse dies. I rarely see the effect of moving to a single filer tax rate mentioned in discussions of Roth conversions.