Taxes & Roth Strategies

MaxiFi's Roth Conversion Optimizer quickly finds a new retiree nearly $200k in lifetime tax savings

A couple has just retired and wants to determine if converting 401(k) assets to a Roth will raise their living standard.

Uncle Sam provides several tax breaks for clergy, which makes their planning more complicated than for laypeople. This case study illustrates how to model the most common and important of these tax breaks: the parsonage housing allowance.