CPA, accountant,accounting department manager, controller database developer and consultant, business financial planning.
Created the "Retiree Portfolio Model" (Excel, Google Docs, LibreOffice) that will allow retirees to model their portfolio, income, expenditures including taxes. It also provides a quick and easy calculation of Roth conversions and Social Security income from different starting years. The model details and download link can be found on the thread on the topic at the Bogleheads forum: http://www.bogleheads.org/forum/viewtopic.php?f=1&t=97352&p=1405885#p1405885
- Gender
- Male
- State
- Arizona
- Occupation
- Retired
- Retirement Year
- 1998