3 Scenarios for 2024 Roth Conversions
#rothconversions involve trade-offs. Especially if you are buying pre-Medicare healthcare with ACA premium tax credits.
I used my own DIY Retirement Withdrawal Strategy #spreadsheet to look at three scenarios.
Be sure to see the Boldin Roth Conversion Calculator too. It's available here:
https://www.boldin.com/retirement/rot...
Boldin used to be known as @NewRetirement. Name is changed but the tool works the same.
And remember you can download my DIY spreadsheet from my Google Site. See the link:
https://sites.google.com/view/iwasret...
I'll post a copy of this 3 scenarios spreadsheet there too.
Here's my standard warning: I'm not a financial planner. I'm not a professional. There are no initials after my name. So take these as entertaining ideas from an educated DIY retiree. Always do your own due diligence, and seek out a professoinal if you need one.
Follow me on X (formerly Twitter) @iwasretired.
See my Googles Site (link above) for shared links, spreadsheets, and more.