Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4391

Personal Investments • When should I convert to Roth, if at all?

$
0
0
Can you model a substantial market drop (50% = back to 2018-2020 levels) in Pralana? I did very substantial Roth conversions during the Covid Crash, and have been happy with the results. During a crash / drop, one can convert more shares per taxable dollar.
Yes. You can specify separate rates of return for cash, stocks, bonds, and 529 assets, and if you want some year(s) to be different than others, such as one year with a 50% drop, you can enter that in.

Statistics: Posted by MoreTaxes — Mon Oct 14, 2024 11:21 pm — Replies 94 — Views 12713



Viewing all articles
Browse latest Browse all 4391

Trending Articles