Some financial decisions require extra attention upfront and others don’t. Asking these 3 questions helps you distinguish which is which.
Detailed record-keeping is no long required when you withdraw from a Roth IRA after age 59-1/2. See a walkthrough in TurboTax and H&R Block tax software.
After you file your taxes with TurboTax, use the hidden What-If Worksheet to plan for the current year. See how to use it to plan for a Roth conversion.
A step-by-step walkthrough of how to use the Case Study Spreadsheet to estimate tax rates on Roth conversion with Social Security and Medicare IRMAA.