As a new PAS participant, I asked my advisor about Roth conversions. It is on the list of topics for our next conference call (about 3 weeks from now). He mentioned that Vanguard has a tool for evaluating this.We have discussed Vanguard PAS many times in this board. However recently their ad popped in my screen and they claim to cover:
When should I claim Social Security?
Should I take advantage of Roth conversions?
What withdrawal order makes the most sense for me?
This looks to be to good to be true. No need to model many permutations of Roth conversions and drawdowns. Has anyone with PAS tried any of these and willing to share their experience?
I checked previous bogleheads posts of Vanguard PAS and only age when to claim SS was covered recently.
Statistics: Posted by bertilak — Wed Jul 10, 2024 10:07 am — Replies 1 — Views 186