The LIBR & Roth Conversion Visionary Calculator

The LIBR Calculator clearly illustrates all aspects of the LIBR including cost factors and income streams.

The Roth Conversion Visionary Calculator illustrates many aspects of Roth Conversion advantages.  And, it illustrates the advantages of a partial IRA Rollover and a partial Roth IRA Conversion identifying the percentages of each including a recovery of taxation on the conversion from premium bonuses.  It’s a real eye opener.

Special calculations illustrate how to increase the RMD income while carving out a partial Roth IRA Conversion.