Hi,
My company recently began offering a Roth 401(k). I would REALLY like to
be able to model this. I know it's similar to the Roth IRA, but there are
some differences, correct? Contribution rates, for example. What can I do
to get an accurate assessment?
Second, can I use ESPlanner to help me decide whether or not to convert my
401(k) to a Roth? How?
Thanks,
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RSS
Hi Dan, Sorry we didn't get back to you on this right away. The Roth IRA and Roth 401(k) are the same from our program's and your own perspective. With our program you can easily determine if converting makes sense.
Take a look at http://www.esplanner.com/forum/roth-ira-conversion-effects-taxation-deci... and call me at 617 834-2148 if you have any questions.
best, Larry