My ROTH Conversion Software/Presentation
I put this up in another one of my post. But it was hidden behind another title. I figure with this title I will get a lot of views. I’d like some feedback, be nice, kidding, I do want your opinion…
Note – this is with taxes held from the conversion monies. I have it set up so I can just select to have taxes from outside source, however I do not at this point have a place for the future value of those funds. Also, I understand there are many factors and situations that can arise that are not taken into account. However, this presentation is intended to show concept, and help with those prospects who are interested already in a conversion. However, if there are issues that are missed that just should not be excluded let me know.
Thanks in advance
[img]http://i80.photobucket.com/albums/j185/ETB1975/RothIRAConversionNew_Page…
[img]http://i80.photobucket.com/albums/j185/ETB1975/RothIRAConversionNew_Page…
[img]http://i80.photobucket.com/albums/j185/ETB1975/RothIRAConversionNew_Page…
[img]http://i80.photobucket.com/albums/j185/ETB1975/RothIRAConversionNew_Page…
[img]http://i80.photobucket.com/albums/j185/ETB1975/RothIRAConversionNew_Page…
Permalink Submitted by Steve Glasgow on Fri, 2009-12-04 00:10
Very nice looking presentation. As you have mentioned it still needs some tweeking, regards future value of funds used to pay taxes. I know you are working on this. Also, I am interested in the assumed growth rate of this presentation?
Steve Glasgow
Permalink Submitted by Anonymous (not verified) on Fri, 2009-12-04 00:18
I used 6%. I can change that easy from my main data entry page. Of course that is pretty high at today’s rates, however this presentation looks at over 25 years and then more with the Stretch so 6% isn’t too aggressive for that long of a time frame.
Permalink Submitted by Steve Glasgow on Fri, 2009-12-04 02:43
Now I see the 6% interest at the bottom. I agree it is probably realistic over the long haul.
willfly
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