Spreadsheet: 747123d1631240838-us-tax-code-nested-if-equation-help-roth-ira-conversion-table-v2
Sheet: Sheet1

 |  |  |  | Roth IRA Conversion Table |  |  |  |  |  |  |  | Full 401(k)
 |  |  |  | Age | SS Benefit Table | 401(k) Balance | Conversions | Roth IRA |  |  |  | Age | SS Benefit Table | 401(k) Balance | Conversions
 |  |  |  |  |  |  |  | Tax on Conversion | Balance
 |  |  |  | 61 |  |  | 50000 |  |  | Social Security Benefits at 62 |  | 61 | SS Benefit Table
 |  |  |  | 62 |  |  |  |  |  | 29000 |  | 62
 |  |  |  | 63 |  |  |  |  |  |  |  | 63
 |  |  |  | 64 |  |  |  |  |  | 401(k) Return Assumptions |  | 64
 |  |  |  | 65 |  |  |  |  |  | 0.06 |  | 65
 |  |  |  | 66 |  |  |  |  |  |  |  | 66
 |  |  |  | 67 |  |  |  |  |  | 401(k) Starting Balance |  | 67
 |  |  |  | 68 |  |  |  |  |  | 2000000 |  | 68
 |  |  |  | 69 |  |  |  |  |  |  |  | 69
 |  |  |  | 70 |  |  |  |  |  | [NAME] |  | 70
 |  |  |  | 71 | RMD's |  | Tax |  |  | 0.07 |  | 71 | RMD's |  | Tax
 |  |  |  | 72 |  |  |  |  |  |  |  | 72
 |  |  |  | 73 |  |  |  |  |  |  |  | 73
 |  |  |  | 74 |  |  |  |  |  |  |  | 74
 |  |  |  | 75 |  |  |  |  |  |  |  | 75
 |  |  |  | 76 |  |  |  |  |  |  |  | 76
 |  |  |  | 77 |  |  |  |  |  |  |  | 77
 |  |  |  | 78 |  |  |  |  |  |  |  | 78
 |  |  |  | 79 |  |  |  |  |  |  |  | 79
 |  |  |  | 80 |  |  |  |  |  |  |  | 80
 |  |  |  | 81 |  |  |  |  |  |  |  | 81
 |  |  |  | 82 |  |  |  |  |  |  |  | 82
 |  |  |  | 83 |  |  |  |  |  |  |  | 83
 |  |  |  | 84 |  |  |  |  |  |  |  | 84
 |  |  |  | 85 |  |  |  |  |  |  |  | 85
 |  |  |  | 86 |  |  |  |  |  |  |  | 86
 |  |  |  | 87 |  |  |  |  |  |  |  | 87
 |  |  |  | 88 |  |  |  |  |  |  |  | 88
 |  |  |  | 89 |  |  |  |  |  |  |  | 89
 |  |  |  | 90 |  |  |  |  |  |  |  | 90
 |  |  |  | 91 |  |  |  |  |  |  |  | 91
 |  |  |  | 92 |  |  |  |  |  |  |  | 92
 |  |  |  | 93 |  |  |  |  |  |  |  | 93
 |  |  |  | 94 |  |  |  |  |  |  |  | 94
 |  |  |  | 95 |  |  |  |  |  |  |  | 95
 |  |  |  | Post Tax Distributions |  | After Tax Money | Leftover in 401(k) | Total | Tax Paid |  |  | Post Tax Distributions |  | Leftover in 401(k) | Total | Tax Paid
 |  |  |  |  |  | 62 | 2114 |  |  |  | 70 | 27.4
 |  |  |  |  |  | 63 | 2260 |  |  |  | 71 | 26.5
 |  |  |  |  |  | 64 | 2418 |  |  |  | 72 | 25.6
 |  |  |  |  |  | 65 | 2626 |  |  |  | 73 | 24.7
 |  |  |  |  |  | 66 | 2835 |  |  |  | 74 | 23.8
 |  |  |  |  |  | 67 | 3045 |  |  |  | 75 | 22.9
 |  |  |  |  |  | 68 | 3153 |  |  |  | 76 | 22
 |  |  |  |  |  | 69 | 3403 |  |  |  | 77 | 21.2
 |  |  |  |  |  | 70 | 3797 |  |  |  | 78 | 20.3
 |  |  |  |  |  |  |  |  |  |  | 79 | 19.5
 |  |  |  |  |  |  |  |  |  |  | 80 | 18.7
 |  |  |  |  |  |  |  |  |  |  | 81 | 17.9
 |  |  |  |  |  |  |  |  |  |  | 82 | 17.1
 |  |  |  |  |  |  |  |  |  |  | 83 | 16.3
 |  |  |  |  |  |  |  |  |  |  | 84 | 15.5
 |  |  |  |  |  |  |  |  |  |  | 85 | 14.8
 |  |  |  |  |  |  |  |  |  |  | 86 | 14.1
 |  |  |  |  |  |  |  |  |  |  | 87 | 13.4
 |  |  |  |  |  |  |  |  |  |  | 88 | 12.7
 |  |  |  |  |  |  |  |  |  |  | 89 | 12
 |  |  |  |  |  |  |  |  |  |  | 90 | 11.4
 |  |  |  |  |  |  |  |  |  |  | 91 | 10.8
 |  |  |  |  |  |  |  |  |  |  | 92 | 10.2
 |  |  |  |  |  |  |  |  |  |  | 93 | 9.6
 |  |  |  |  |  |  |  |  |  |  | 94 | 9.1
 |  |  |  |  |  |  |  |  |  |  | 95 | 8.6
 |  |  |  |  |  |  |  |  |  |  | 96 | 8.1
 |  |  |  |  |  |  |  |  |  |  | 97 | 7.6
 |  |  |  |  |  |  |  |  |  |  | 98 | 7.1
 |  |  |  |  |  |  |  |  |  |  | 99 | 6.7
 |  |  |  |  |  |  |  |  |  |  | 100 | 6.3
 |  |  |  |  |  |  |  |  |  |  | 101 | 5.9
 |  |  |  |  |  |  |  |  |  |  | 102 | 5.5
 |  |  |  |  |  |  |  |  |  |  | 103 | 5.2
 |  |  |  |  |  |  |  |  |  |  | 104 | 4.9
 |  |  |  |  |  |  |  |  |  |  | 105 | 4.5
 |  |  |  |  |  |  |  |  |  |  | 106 | 4.2
 |  |  |  |  |  |  |  |  |  |  | 107 | 3.9
 |  |  |  |  |  |  |  |  |  |  | 108 | 3.7
 |  |  |  |  |  |  |  |  |  |  | 109 | 3.4
 |  |  |  |  |  |  |  |  |  |  | 110 | 3.1