Quote:
Originally Posted by Decadeofdave
I run the numbers every December to decide how much IRA money to convert to Roth.
Good job.
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Great!
The point of the post is to make people aware that there will be a BIG opportunity with a small change, such that they need to adjust their models to incorporate any NEW INFORMATION in the december model, so that you don't miss any extra conversion due to changes
Can happen with people who just reuse the same workbook. .
You would not believe the number of workbooks I received at work which were over 10 and 15 years old.