How to do Roth conversions in Income InSight
To see the Roth conversion strategies, follow these steps:
- From the Income InSight results page, click on the "PLAN" tab on the upper right-hand side of the page.
- Select "Change Harvesting Pattern."
- Select a distribution optimization pattern you'd like to demonstrate and click "save."
You can find the Roth conversion strategy via the "Account Balances" cash flow chart and on the "Income by Results" cash flow chart as shown below.
See below, for an example of the Roth conversion amounts reflected in the cash flow.
Tip: Enter the figures from this PDF into the corresponding inputs in Income InSight and click "see results" to see a sample Roth conversion case.
Case Study