Скачать или смотреть Mastering Roth Projections with Enhanced Income and Expense

Roger explains a new enhancement to Holistiplan's Roth Projection Engine that allows for more granular and flexible modeling of income and expenses. The Roth projection engine in Holistiplan is unique because it allows for multi-year projections of the benefits or drawbacks of a Roth conversion, using Holistiplan's tax engine.

Previously, the system had distinct types of income such as wages, social security, pension, and annuity, and one large category for all spending.

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