On May 10th, I’ll be presenting my work on Roth conversions at Financialexpertsnetwork.com. I’ll be working through one of my spreadsheets during the presentation. It can be downloaded here: http://www.edwardfmcquarrie.com/wp-content/uploads/2022/05/Roth-conversion-worksheet-for-financial-experts-webinar.xlsx A similar worksheet was the focus of this Bogleheads forum: https://www.bogleheads.org/forum/viewtopic.php?f=10&t=358688. In that forum I work through quite a number…
from Edward F. McQuarrie