Roth Conversion


I put in Cash Infusion the annual amount on a line I labelled Roth Conversion and had it deposited in "Tax Free".  However, I do not know how to reduce the qualified plan down for a number of years to ladder a Roth Conversion. 



First, make sure you are using 2021.4 edition as it has some calc updates related to Roth Conversions.

Second, you use Special Expenses to pull the money out of Qualified and set last column to “Tax Deferred Only”.

Here is a video showing how to do Roth Conversions in RetirementView so

that Tax Free is a big growing side fund bucket that gets tapped LAST!!!


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