Where in i-orp report can you see the suggested Roth Conversion Amount?

[Prague]

I am a bit confused by the various i-orp reports once I put in the input parameters. Specifically I am looking for its suggested Roth Conversion amount from Traditional IRA by year.

Thank you in advance!

[2017ish]

Need to go to extended iOrp (the second tab), and enable conversions to your preferred marginal rate ceiling. Among other options on that page is type of spending parameters as you age.

E.T.A. the results then are presented in the first table, "nominal withdrawal report," 5th column.

[Prague]

Quote:

Originally Posted by 2017ish Need to go to extended iOrp (the second tab), and enable conversions to your preferred marginal rate ceiling. Among other options on that page is type of spending parameters as you age. E.T.A. the results then are presented in the first table, "nominal withdrawal report," 5th column.

Thanks! Yes see the numbers now! But is i-ORP outdated? I see the last update is in Nov 2018 and seems to be still using the old tax rates?

[2017ish]

The old tax rates, which are scheduled to come in again in 2026, are indeed used in the "convert to the top of this tax rate" selection.

The analyzer as a whole, however, appears to be using the present rates during the pertinent time periods--which is consistent with the postings under the "ORP News" tab.

You may want to ask him about it using the link at the site. He's been pretty good about answering in the past.