Withdrawal tax optimizer
Posted: Thu Jan 22, 2015 9:53 pm
I'm developing a program that, given current tax law and user-specified inflation and return assumptions, will generate a sequence of withdrawals and/or Roth conversions from taxable, tax-deferred (and Roth) accounts that will reduce total tax liabilities over time, including the effects of RMDs, Social Security taxation, and the like.
If anyone here is interested in being a beta tester, please IM me. It runs on Windows 7 (I assume 8 also), so a Windows computer will be necessary to test. I'll also need you to sign a straightforward NDA.
Thanks!
If anyone here is interested in being a beta tester, please IM me. It runs on Windows 7 (I assume 8 also), so a Windows computer will be necessary to test. I'll also need you to sign a straightforward NDA.
Thanks!