ToRothorNot

By Orestes Melgarejo on AppTrack Ninja.

Should you convert your IRA?

ToRothorNot helps you evaluate Roth conversion strategies and see how they may affect your retirement savings and draw-downs. Enter your Traditional IRA balance, tax-related inputs, and up to three custom scenarios to compare projected net worth at your chosen target age, end net worth, cumulative costs, and other key planning outcomes. Test Social Security claiming choices and compare scenarios side by side. Interactive charts let you view net worth or differences between strategies, zoom in, and highlight individual strategies. The app also supports married households, including survivor-sp…

Categories: Finance, Education

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