Well done! No guarantee that either of the two is correct, but having two tools created by different people get the same answer is good circumstantial evidence. I'm happy to see that you took that step.The complexity isn't any more than things already on the wiki like this or this or this.
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I took a look at existing tools and found MDM's Roth conversion spreadsheet does consider heirs' tax rates...The results are below: <in short, identical>
>I'll agree with not seeing eye-to-eye on various things, but hey, that's diversity! That there are many people in this community with practical experience combined with book learning, and willing to share their perspectives, is a good thing.
Nope. I assume both pages will go live at ~the same time.I believe that resolves all the issues that have been raised. Any final comments before it goes live?
Statistics: Posted by FiveK — Wed Jun 12, 2024 2:57 am — Replies 167 — Views 16534