Is there an available tool that considers ACA subsidies in the context of making Roth IRA conversions (or not)? Looking for guidance around whether it makes sense to adjust/curtail Roth IRA conversions if the income realized in so doing would cause a disproportionate increase in ACA plan premiums for those able to manage annual income such that it falls within the ACA subsidy qualifying range? There are probably short-term vs. long-term tradeoffs but would like to see those modeled if there is an available program/tool designed to assess.
Statistics: Posted by H22 — Sat Feb 17, 2024 10:19 pm — Replies 5 — Views 386
