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Ask Larry
Experts at Maximize My Social Security have answered more than 10,000 questions about Social Security over many years. Search for your questions and answers here.
Does Your Software Analyze IRA Conversions?
Does your software analyse weather I would be better off converting a IRA to ROTH before taking our SS? I Know I would subject to the 85% tax torpedo.
Hi,
No, the basic maximization software is limited to Social Security issues. However, you may want to consider using ESPlannerPLUS: https://www.esplanner.com/purchase.
Best, Jerry
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Posted:
June 4, 2017