Search found 3 matches

by Bigtoeknee
Sun Jun 18, 2023 6:56 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 145938

Re: Roth Conv taxes

Thanks Jim
by Bigtoeknee
Tue Jun 13, 2023 10:08 pm
Forum: General questions and comments
Topic: Roth Conv taxes
Replies: 7
Views: 145938

Roth Conv taxes

Hi, When using the planner to add in Roth Conversions does it account for the taxes coming from an outside account or does it factor it in and take additional funds from the tax deferred account to pay for them.

Thanks Tony
by Bigtoeknee
Sun Oct 02, 2022 6:41 pm
Forum: General questions and comments
Topic: Social Security Taxable Amount
Replies: 2
Views: 15667

Re: Social Security Taxable Amount

Late reply but what I would enter is 20% taxable amount for SS. Since up to 50% of your 8k (32-40k) would equal 4k, and 4k would be 20% of your SS amount. Hope this helps.