Anyone have any recommendations for software to use to best plan and review withdrawal phase plans?
I was playing with the "Optimal Retirment Planner" at
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I found the results to be interesting and how it suggest some rather large conversions to roth IRA at certain years. It's not clear to me how much support this program is still getting by the author.
I see there's the ESPlanner, but I get the impression you really need the paid version to see what I want to see. Is it a good investment? Are there other choices?
I am a Canadian, USA permanent resident, long term I question where I will be. I no that puts a fly in the ointment.
I will soon be 60. After being affected by a restructuring last year, I plan to start taking my company pension this year, especially if other paid opportunities do not come up.
Danielle
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