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Financial Resources

Financial Resources

i-OPR Optimal Retirement Planner

The Optimal Retirement Planner Computes:

The plan's maximum, annual disposable income, instead of the plan's final surplus or deficit.The annual tax-efficient amount and order of withdrawals from retirement savings accounts.Optimal, tax efficient IRA to Roth IRA partial conversions.
Open Social Security
Open Social Security is a free, open-source Social Security strategy calculator.

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