2010 Roth Conversions
We have a high net worth client that we would like to illustrate the benefits of a ROTH conversion. We are looking for a calculator that could illustrate future tax rates at 39.6%, 70%, and 94%. We would like the calculator to take into account RMD’s.
What source(s) would you recommend?
Thank you.
Permalink Submitted by Denise Appleby on Thu, 2009-11-12 22:31
I use Brentmark’s Retirement Plan Analyzer
http://www.brentmark.com
Permalink Submitted by Alan Spross on Thu, 2009-11-12 23:25
94!!!
THAT will make a conversion look real sweet unless 70 of that 94 is a VAT tax.