Papers and Articles: Fee-Only Financial Planning Topics
Financial Services
Articles & News
About Bill Keffer
Hourly Financial Planning Examples
Financial Briefs
Problem Solvers
Financial Topics
Web Resources
Client Forms
Account Lookup
Contact Us

White Papers & News

Roth IRA Conversion Calculator Available on Website

Keffer Financial Planning has developed its own Roth IRA Conversion Calculator.
This calculator allows the user to enter assumptions about tax rates, investment returns and the other key variables and view the financial results in three ways: (1) no conversion, (2) convert paying taxes with funds from the IRA itself, and (3) convert paying taxes with funds from a taxable account.
The KFP calculator has the advantage of allowing those who are interested to see the forumlas behind each step of its calculations.
Here's a link to the new calculator: Roth Conversion Calculator- KFP 100829.xls

©2024 Keffer Financial Planning. All rights reserved.