Search found 3 matches
- 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
- 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
Thanks Tony
- 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.