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Roth Conversion – Optimization Results – How-to Forum – Pralana Retirement Calculator Forum
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[Solved] Roth Conversion - Optimization Results

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Last Post by Stuart Matthews 4 years ago

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(@hgreeson)

Active Member Customer

Joined: 4 years ago

Posts: 5

Topic starter March 4, 2023 11:45 am

I'm going through various optimization scenarios in the Analysis section, looking at 'Total Taxes' and the 'What If Savings - Baseline Savings' results. Is the loss of ACA subsidies accounted for in the Taxes and Savings results? I assume it is, but just want to confirm. I've attached a pdf that may provide more insight into my query.

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Roth Optimization ACA Subsidies

(@hgreeson)

Active Member Customer

Joined: 4 years ago

Posts: 5

Topic starter March 4, 2023 11:53 am

Sorry, the forum wouldn't let me attach a pdf file and the time to edit my original post expired. Trying again with a jpeg file.

Attachment : Baseline-VS-Optimize.JPG

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Stuart Matthews

(@smatthews51)

Member Admin

Joined: 6 years ago

Posts: 618

March 6, 2023 9:01 am

@hgreeson Hoyt, yes, the loss of ACA subsidies is accounted for. PRC models the interdependencies between all of your inputs regardless of the type of analysis or optimization being performed.

Stuart

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