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 is a free, open-source Social Security strategy calculator.