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

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