Jl retirement planner
Author: n | 2025-04-23
Baixe J L Retirement Planner - gratuitamente. Voc pode baixar J L Retirement Planner - 16.0 da nossa biblioteca de programas de gra a. Utilit rios de Sistema; Fotos Gr ficos J L Retirement Planner - tamb m conhecido como JL Retirement Planner - . O instalador do J L Retirement Planner - chamado geralmente de jlpnr13.exe
Details and Reviews for JL Retirement Planner - PC Matic
Plan ContactAddress: PO BOX 1024,,SHEBOYGAN,WIContact person: SANDY KRYWAYPhone: (920) 453-4346Plan General Information JL FRENCH, LLC 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants At the end of 2013, the total number of retirement plan participants in JL FRENCH, LLC 401(K) SAVINGS PLAN is 1745 JL FRENCH, LLC 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount In 2013, the estimated average employee contribution amount per participant for JL FRENCH, LLC 401(K) SAVINGS PLAN is $2,489.00. JL FRENCH, LLC 401(K) SAVINGS PLAN Estimated Average Employer Match In 2013, the estimated average employer match for an employee in JL FRENCH, LLC 401(K) SAVINGS PLAN is approximately $1,026.00Investing in this additonal $1,026.00 for 20 years would give you extra $65,701.00, assuming a 10% annual return. JL FRENCH, LLC 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate In 2013, JL FRENCH, LLC 401(K) SAVINGS PLAN allocates $1,791,387.00 to match its employees' contributions, providing an employer match rate of 82.46% of their contributionsEnrollment FeaturesJL FRENCH, LLC 401(K) SAVINGS PLAN has the following features: Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll. Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account. Recent Articles Free newsletters High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more … We ask a few questions to decide your personal return and risk expectationsWe build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage accountWe monitor and send timely rebalance emails on what investment funds to buy and sell ETF or mutual fund income portfolios for 4-7% annual incomeDividend stock fundsPassive real estate investmentsmore …Looking for a (forgotten) 401(k)?Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
JL Bainbridge - Pre-Retirement Planning
Shawn Plummer, CRPC Retirement Planner and Insurance Agent Shawn Plummer is a licensed Retirement Planner (CRPC), insurance agent, and annuity broker with over 15 years of firsthand experience in annuities and insurance. Since 2009, he has been dedicated to selling and educating Americans about annuities and various insurance products. Shawn began his career training financial advisors at Allianz, a Fortune Global 500 company, where he honed his expertise in the industry.A sought-after voice in retirement planning and insurance, Shawn has been quoted in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, LegalZoom, U.S. News & World Report, Women’s Health Magazine, Forbes, and many more. His mission is to simplify retirement planning and insurance, ensuring that clients understand their choices and secure the best coverage at unbeatable rates.Shawn is the founder of The Annuity Expert, an independent online insurance agency servicing consumers across the United States. Through this platform, he and his team aim to eliminate the guesswork in retirement planning by helping individuals find the best insurance coverage at the most competitive rates.Recovery from Retirement - JL Williams
Software Free Download | Soft32.com Home Windows Mac Mobile Blog You can skip this in seconds Click here to continue Home Windows Business Accounting & Billing Software J and L Retirement Planner Free Download Secure J and L Retirement Planner Download Options There are no available download mirrors for this version. You can download the latest version of J and L Retirement Planner here: Download Latest! Popular Downloads Macromedia Flash 8 8.0 Macromedia Flash 8 Professional. Kundli 4.5 Understand your life events through astrology. Grand Auto Adventure 1.0 3D racing sandbox game. Grand Theft Auto: Vice City 1.0 Welcome to Vice City. Welcome to the 1980s.... Cool Edit Pro 2.1.3097.0 Advanced multi track sound editing program. Hill Climb Racing 1.0 The Ultimate Hill Climb Racing adventure Cheat Engine 6.8.1 Cheating for experts! Zuma Deluxe 1.0 Survive the ancient temples of Zuma. Tom VPN 2.2.8 TomVPN-No Sign up Free used Minecraft 1.10.2 Build anything you can imagine. Netcut 2.1.4 Netcut Ulead Video Studio Plus 11 Video editing software for Windows. Vector on PC 1.0 Vector, a side scrolling parkour inspired Grand Theft Auto IV Patch... 1.0.1.0 Grand Theft Auto IV Patch 1.0.1.0. Driver Booster 9.0.1.104 Update outdated drivers safely and rapidly. Age of Empires 1.0 Civilization-building strategy game. C-Free 5.0 An excellent IDE for C/C++ language. Windows XP Service Pack 3 Build... Windows XP Service Pack 3 Build 5512 FINAL Operation Ubersoldat 1.0 WW2 first person shooter. CDMA2000 1X Wireless Network... 1.0.0.26 All popular downloads Home Submit Software Contact Us Advertise with Us All Software Sitemap Jobs Blog Facebook Twitter RSS Soft32© 2003 - 2025 ITNT. All rights reserved. Soft32 is also available in Deutsch, Español, Français, Português, Italiano. Legal Information Privacy Policy Terms of Service Copyright EULA DMCA Uninstall. Baixe J L Retirement Planner - gratuitamente. Voc pode baixar J L Retirement Planner - 16.0 da nossa biblioteca de programas de gra a. Utilit rios de Sistema; Fotos Gr ficos J L Retirement Planner - tamb m conhecido como JL Retirement Planner - . O instalador do J L Retirement Planner - chamado geralmente de jlpnr13.exe Downloading J L Retirement Planner - 16.40 from the developer's website was possible when we last checked. We cannot confirm if there is a free download of this software available. The tool is sometimes distributed under different names, such as JL Retirement Planner - .Working after retirement: benefits of working when retired - JL
Test different scenarios and get a general sense of their plan’s robustness.3. Empower Retirement Planner (previously Personal Capital) Empower’s Retirement Planner is part of a larger suite of financial tools offered by the company. It stands out for its ability to integrate directly with your financial accounts, providing a comprehensive and real-time view of your finances.The Retirement Planner uses Monte Carlo simulations to project the likelihood of your retirement plan succeeding. It runs thousands of simulations, taking into account factors like inflation, market volatility, and your specific spending goals, to determine the probability of your plan’s success.One key feature of this tool is its ability to factor in large irregular expenses, like a child’s college education or a major home renovation. It allows for more realistic modeling of future financial needs.The tool also provides a “Retirement Score,” which gives you a quick snapshot of how well your current savings and investment strategy aligns with your retirement goals. Additionally, it offers suggestions for improving your plan, such as adjusting your asset allocation or increasing your savings rate.Pros:Integrates with your actual financial accounts for real-time data and accurate projections.Offers a holistic view of your finances, including investments, savings, and debts.Includes Monte Carlo simulations for more robust projections.Provides actionable suggestions for improving your retirement readiness.Cons:Requires linking your financial accounts, which some users may be uncomfortable with.Some users may have privacy concerns about sharing detailed financial information.Best for: FIRE enthusiasts who want an all-in-one solution for tracking their finances and planning for early retirement and are comfortable linking their financial accounts for more accurate projections. It’s particularly useful for those who want a comprehensive view of their finances and appreciate data-driven suggestions for improvement.4. Boldin(previously NewRetirement) Boldin is a comprehensive retirement planning tool that has gained popularity among FIRE enthusiasts. It offers a range of features, from basic retirement calculations to advanced tax planning, making it suitable for both beginners and advanced users.The tool starts with a detailed questionnaire about your current financial situation, retirement goals, and expectations. Based on this information, it creates a personalized retirement plan and provides a “chance of success” score. What sets Boldin apart is its ability to model complex scenarios and its focus on holistic retirement planning.One of Boldin’s standout features is its tax planning capabilities. It can help you optimize your tax strategy in retirement, including managing withdrawals from different account types (e.g., traditional IRA, Roth IRA, taxable accounts) to minimize your tax burden.The platform also offers a unique “Coach” feature, which provides personalized suggestions for improving your retirement plan. These suggestions are based on your specific financial situation and goals, making them highly relevant and actionable.Pros:Highly detailed and customizable, allowing for complex scenario modeling.Offers both free and paid versions with advanced features like tax optimization.Includes estate planning tools, which are often overlooked in retirement calculators.Provides ongoing education through articles and webinars.Cons:Paid version can be expensive, which might be a barrier for some users.The level of detail may be overwhelming for beginners or those looking for quickComparison: Fidelity Retirement Planner Vs Flexible Retirment Planner
Top 10 Free & Paid Retirement Planning Tools Online Free Retirement Planning Tools 1. Personal Capital 2. Vanguard Retirement Nest Egg Calculator 3. AARP Retirement Calculator 4. Bankrate Retirement Calculator 5. CNN Money Retirement Calculator Paid Retirement Planning Tools 6. WealthTrace 7. MaxiFi Planner 8. OnTrajectory 9. NewRetirement 10. Pralana Retirement Calculator Conclusion: Your Path to a Secure Retirement FAQRetirement planning can be a daunting task, but with the right tools, it becomes manageable and even enjoyable. As someone who's been navigating the complexities of personal finance for years, I've come across a variety of retirement planning tools that stand out. Whether you're looking for free options or willing to invest in paid software, there's something for everyone. Today, I'll walk you through the top 10 retirement planning tools available online, highlighting their strengths and weaknesses.In this article, we'll explore both free and paid options, breaking down what makes each tool unique. We'll dive into their features, ease of use, and how they can help you plan for a comfortable retirement. By the end, you'll have a clear understanding of which tool best suits your needs.So, let's dive in and see what these tools have to offer!Free Retirement Planning Tools1. Personal CapitalPersonal Capital is a powerful, free tool that offers a comprehensive view of your financial situation. It's great for tracking your investments, analyzing your portfolio, and planning for retirement. One of the standout features is the Retirement Planner, which allows you to run different scenarios to see how they affect your retirement goals.The tool is user-friendly and provides a clear, visual representation of your financial health. However, it's worth noting that Personal Capital does offer wealth management services, which come with fees. But for the basic retirement planning features, it's completely free.2. Vanguard Retirement Nest Egg CalculatorVanguard's Retirement Nest Egg Calculator is a straightforward tool that helps you estimate how long your retirement savings will last. It's simple to use and provides a quick snapshot of your financial future. You input your current savings, expected monthly withdrawals, and other relevant information, and the calculator does the rest.While it's not as feature-rich as some other tools, its simplicity is its strength. It's perfect for those who want a quick, no-frills assessment of their retirement savings.3. AARP Retirement CalculatorThe AARP Retirement Calculator is another free tool that offers a comprehensive overview of your retirement readiness. It takes into account your current savings, expected retirement income, and living expenses to provide a detailed assessment. The tool also offers personalized tips and advice based on your results.One of the benefits of the AARP calculator is its focus on social security benefits, which can be a significant part of retirement income for many people.Retirement planner - Moneysmart.gov.au
Your home, or relocating to a more affordable city. Benefits of using a retirement calculatorUsing a retirement calculator to see where you stand provides several perks. Here are some of the benefits of retirement calculators:Snapshot of your future: A rough estimate of how much money you'll need to retire by a certain age is better than having no estimate.Identify shortfalls: The calculator shows if you might fall short of your financial goal, allowing you to plan for a higher savings rate or find supplementary income sources. See your options: By adjusting the calculator's inputs — such as changing your savings rate or your planned retirement age — you can see how your overall plan is affected."Depending on when you want to retire, your employment, your tax status, and other considerations, a blend of multiple accounts may be suitable," says Jordan Gilberti, senior financial planner at Facet. FAQs about retirement calculators The accuracy of a retirement calculator can vary, but it is always a rough estimate. Online calculators cannot predict economic shifts or financial hardships that may impact invested funds. Retirement calculators provide estimates based on your inputs, but their accuracy depends on the data you provide and the assumptions used. The information you need to use a retirement calculator includes details about your current savings, income, retirement age, expected expenses, and similar data. Retirement calculators also adjust estimations based on predicted inflation and compound growth. A retirement calculator can help you save more by revealing whether your current contributions and investment strategy are on track. Based on your estimated retirement age and preferred lifestyle, you can better gauge how long your savings will last. It helps to set realistic goals and adjust your retirement saving strategies accordingly. Many free retirement calculators are reliable financial planning tools using standard financial models. However, retirement calculators only provide estimates, so the generated rate of return may not always be accurate. If you're worried about coming short, consider consulting a financial advisor to help grow your retirement savings. You should use a retirement calculator on an annual basis or whenever your financial situation changes. It is a good idea to recalculate your estimated retirement savings if you change your salary deferral rate, have increased income, or are considering withdrawing from your retirement savings to afford other expenses. Tanza Loudenback is a personal finance expert and a Certified Financial Planner (CFP). She was the founding reporter of Personal Finance Insider, covering topics including taxes, retirement planning, banking, real estate and mortgages, and budgeting. Her work has been featured in WSJ Buy Side, Fortune Recommends, Korn Ferry, TheStreet, Morgan Stanley Wealth Management, and Fidelity. ExperienceTanza was the first reporter on the Personal Finance Insider team. In addition to helping build the vertical from the ground up, she helmed a biweekly advice column answering readers’ personal finance questions and launched a personal finance newsletter. She also published two e-books under the Personal Finance Insider brand.She was the editorial lead on Master Your Money series, a two-year-long Business. Baixe J L Retirement Planner - gratuitamente. Voc pode baixar J L Retirement Planner - 16.0 da nossa biblioteca de programas de gra a. Utilit rios de Sistema; Fotos Gr ficos J L Retirement Planner - tamb m conhecido como JL Retirement Planner - . O instalador do J L Retirement Planner - chamado geralmente de jlpnr13.exe Downloading J L Retirement Planner - 16.40 from the developer's website was possible when we last checked. We cannot confirm if there is a free download of this software available. The tool is sometimes distributed under different names, such as JL Retirement Planner - .Comments
Plan ContactAddress: PO BOX 1024,,SHEBOYGAN,WIContact person: SANDY KRYWAYPhone: (920) 453-4346Plan General Information JL FRENCH, LLC 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants At the end of 2013, the total number of retirement plan participants in JL FRENCH, LLC 401(K) SAVINGS PLAN is 1745 JL FRENCH, LLC 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount In 2013, the estimated average employee contribution amount per participant for JL FRENCH, LLC 401(K) SAVINGS PLAN is $2,489.00. JL FRENCH, LLC 401(K) SAVINGS PLAN Estimated Average Employer Match In 2013, the estimated average employer match for an employee in JL FRENCH, LLC 401(K) SAVINGS PLAN is approximately $1,026.00Investing in this additonal $1,026.00 for 20 years would give you extra $65,701.00, assuming a 10% annual return. JL FRENCH, LLC 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate In 2013, JL FRENCH, LLC 401(K) SAVINGS PLAN allocates $1,791,387.00 to match its employees' contributions, providing an employer match rate of 82.46% of their contributionsEnrollment FeaturesJL FRENCH, LLC 401(K) SAVINGS PLAN has the following features: Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll. Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account. Recent Articles Free newsletters High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more … We ask a few questions to decide your personal return and risk expectationsWe build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage accountWe monitor and send timely rebalance emails on what investment funds to buy and sell ETF or mutual fund income portfolios for 4-7% annual incomeDividend stock fundsPassive real estate investmentsmore …Looking for a (forgotten) 401(k)?Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
2025-04-16Shawn Plummer, CRPC Retirement Planner and Insurance Agent Shawn Plummer is a licensed Retirement Planner (CRPC), insurance agent, and annuity broker with over 15 years of firsthand experience in annuities and insurance. Since 2009, he has been dedicated to selling and educating Americans about annuities and various insurance products. Shawn began his career training financial advisors at Allianz, a Fortune Global 500 company, where he honed his expertise in the industry.A sought-after voice in retirement planning and insurance, Shawn has been quoted in renowned publications such as Time Magazine, Bloomberg, Entrepreneur, Yahoo! Finance, MSN, SmartAsset, LegalZoom, U.S. News & World Report, Women’s Health Magazine, Forbes, and many more. His mission is to simplify retirement planning and insurance, ensuring that clients understand their choices and secure the best coverage at unbeatable rates.Shawn is the founder of The Annuity Expert, an independent online insurance agency servicing consumers across the United States. Through this platform, he and his team aim to eliminate the guesswork in retirement planning by helping individuals find the best insurance coverage at the most competitive rates.
2025-03-31Test different scenarios and get a general sense of their plan’s robustness.3. Empower Retirement Planner (previously Personal Capital) Empower’s Retirement Planner is part of a larger suite of financial tools offered by the company. It stands out for its ability to integrate directly with your financial accounts, providing a comprehensive and real-time view of your finances.The Retirement Planner uses Monte Carlo simulations to project the likelihood of your retirement plan succeeding. It runs thousands of simulations, taking into account factors like inflation, market volatility, and your specific spending goals, to determine the probability of your plan’s success.One key feature of this tool is its ability to factor in large irregular expenses, like a child’s college education or a major home renovation. It allows for more realistic modeling of future financial needs.The tool also provides a “Retirement Score,” which gives you a quick snapshot of how well your current savings and investment strategy aligns with your retirement goals. Additionally, it offers suggestions for improving your plan, such as adjusting your asset allocation or increasing your savings rate.Pros:Integrates with your actual financial accounts for real-time data and accurate projections.Offers a holistic view of your finances, including investments, savings, and debts.Includes Monte Carlo simulations for more robust projections.Provides actionable suggestions for improving your retirement readiness.Cons:Requires linking your financial accounts, which some users may be uncomfortable with.Some users may have privacy concerns about sharing detailed financial information.Best for: FIRE enthusiasts who want an all-in-one solution for tracking their finances and planning for early retirement and are comfortable linking their financial accounts for more accurate projections. It’s particularly useful for those who want a comprehensive view of their finances and appreciate data-driven suggestions for improvement.4. Boldin(previously NewRetirement) Boldin is a comprehensive retirement planning tool that has gained popularity among FIRE enthusiasts. It offers a range of features, from basic retirement calculations to advanced tax planning, making it suitable for both beginners and advanced users.The tool starts with a detailed questionnaire about your current financial situation, retirement goals, and expectations. Based on this information, it creates a personalized retirement plan and provides a “chance of success” score. What sets Boldin apart is its ability to model complex scenarios and its focus on holistic retirement planning.One of Boldin’s standout features is its tax planning capabilities. It can help you optimize your tax strategy in retirement, including managing withdrawals from different account types (e.g., traditional IRA, Roth IRA, taxable accounts) to minimize your tax burden.The platform also offers a unique “Coach” feature, which provides personalized suggestions for improving your retirement plan. These suggestions are based on your specific financial situation and goals, making them highly relevant and actionable.Pros:Highly detailed and customizable, allowing for complex scenario modeling.Offers both free and paid versions with advanced features like tax optimization.Includes estate planning tools, which are often overlooked in retirement calculators.Provides ongoing education through articles and webinars.Cons:Paid version can be expensive, which might be a barrier for some users.The level of detail may be overwhelming for beginners or those looking for quick
2025-04-21Top 10 Free & Paid Retirement Planning Tools Online Free Retirement Planning Tools 1. Personal Capital 2. Vanguard Retirement Nest Egg Calculator 3. AARP Retirement Calculator 4. Bankrate Retirement Calculator 5. CNN Money Retirement Calculator Paid Retirement Planning Tools 6. WealthTrace 7. MaxiFi Planner 8. OnTrajectory 9. NewRetirement 10. Pralana Retirement Calculator Conclusion: Your Path to a Secure Retirement FAQRetirement planning can be a daunting task, but with the right tools, it becomes manageable and even enjoyable. As someone who's been navigating the complexities of personal finance for years, I've come across a variety of retirement planning tools that stand out. Whether you're looking for free options or willing to invest in paid software, there's something for everyone. Today, I'll walk you through the top 10 retirement planning tools available online, highlighting their strengths and weaknesses.In this article, we'll explore both free and paid options, breaking down what makes each tool unique. We'll dive into their features, ease of use, and how they can help you plan for a comfortable retirement. By the end, you'll have a clear understanding of which tool best suits your needs.So, let's dive in and see what these tools have to offer!Free Retirement Planning Tools1. Personal CapitalPersonal Capital is a powerful, free tool that offers a comprehensive view of your financial situation. It's great for tracking your investments, analyzing your portfolio, and planning for retirement. One of the standout features is the Retirement Planner, which allows you to run different scenarios to see how they affect your retirement goals.The tool is user-friendly and provides a clear, visual representation of your financial health. However, it's worth noting that Personal Capital does offer wealth management services, which come with fees. But for the basic retirement planning features, it's completely free.2. Vanguard Retirement Nest Egg CalculatorVanguard's Retirement Nest Egg Calculator is a straightforward tool that helps you estimate how long your retirement savings will last. It's simple to use and provides a quick snapshot of your financial future. You input your current savings, expected monthly withdrawals, and other relevant information, and the calculator does the rest.While it's not as feature-rich as some other tools, its simplicity is its strength. It's perfect for those who want a quick, no-frills assessment of their retirement savings.3. AARP Retirement CalculatorThe AARP Retirement Calculator is another free tool that offers a comprehensive overview of your retirement readiness. It takes into account your current savings, expected retirement income, and living expenses to provide a detailed assessment. The tool also offers personalized tips and advice based on your results.One of the benefits of the AARP calculator is its focus on social security benefits, which can be a significant part of retirement income for many people.
2025-04-18It's a great tool for those who want a more holistic view of their retirement planning.4. Bankrate Retirement CalculatorBankrate's Retirement Calculator is a user-friendly tool that helps you estimate how much you need to save for retirement. It considers factors like your current age, expected retirement age, and desired retirement income. The calculator provides a clear, visual representation of your savings goals and how you're tracking towards them.The tool is straightforward and easy to use, making it a good option for those who want a quick, hassle-free assessment of their retirement savings. However, it may not be as detailed as some other tools on this list.5. CNN Money Retirement CalculatorCNN Money's Retirement Calculator is a simple, free tool that helps you estimate your retirement savings needs. It takes into account your current savings, expected retirement income, and living expenses to provide a detailed assessment. The tool also offers personalized tips and advice based on your results.One of the strengths of the CNN Money calculator is its focus on inflation, which can have a significant impact on your retirement savings. It's a good tool for those who want a more realistic view of their retirement planning.Paid Retirement Planning Tools6. WealthTraceWealthTrace is a comprehensive retirement planning tool that offers a wide range of features. It allows you to create detailed financial plans, track your investments, and analyze your retirement readiness. One of the standout features is the ability to run different scenarios to see how they affect your retirement goals.The tool is user-friendly and provides a clear, visual representation of your financial health. However, it does come with a price tag. WealthTrace offers a free trial, but the full version requires a subscription. Is this the best approach? Let's consider the benefits it offers.7. MaxiFi PlannerMaxiFi Planner is a powerful retirement planning tool that focuses on maximizing your lifetime spending power. It takes into account your current savings, expected retirement income, and living expenses to provide a detailed assessment. The tool also offers personalized tips and advice based on your results.One of the benefits of MaxiFi Planner is its focus on tax planning, which can have a significant impact on your retirement savings. It's a great tool for those who want a more detailed, tax-efficient retirement plan. However, it does come with a subscription fee.8. OnTrajectoryOnTrajectory is a flexible retirement planning tool that allows you to create detailed financial plans and track your progress towards your goals. It offers a wide range of features, including the ability to run different scenarios to see how they affect your retirement readiness. The tool is user-friendly and provides a clear, visual representation of your financial health.One of the strengths of OnTrajectory is its focus on
2025-04-02Now updated for 2025: Use this Roth Conversion Calculator to understand the tax implications of doing a Roth conversion in 2025. Compare estimated taxes when you do nothing, convert up to a specific threshold, or convert a custom amount. (To assess Roth conversions on your long-term wealth, use the Roth Conversion Explorer that is part of the Boldin Retirement Planner.)What is a Roth conversion? A Roth conversion is when you take money from a traditional retirement savings account and convert it to a Roth account. Want to learn more about Roth conversions? Check out this FAQ.How does this 2025 Roth conversion calculator work? This Roth conversion calculator is designed to help you determine how much of your pre-tax savings you should consider converting to a Roth account this year based on taxes.It shows you all of the tax implications for different conversion strategies. NOTE: If you want to assess a multi-year holistic Roth conversion strategy and assess the projected lifetime tax savings of your conversions, we recommend signing up for the Boldin Retirement Planner. The Planner is a comprehensive financial planning tool that puts financial wellness into your own hands, enabling you to make better decisions and achieve better outcomes.Sign up now…Starting Your Roth Conversion Calculation To get started with this Roth conversion calculator, you will enter your: Age We ask age to determine if IRMAA or Social Security will be a factor to consider in your conversions. NOTE: If you are married, this tool assumes that your spouse is
2025-04-21