Vanguard allows you to add external accounts manually to your Vanguard portfolio, so they can be analyzed in Portfolio Watch entirely or in any subset. The prices of mutual funds and ETFs will update automatically each day, but for non-Vanguard accounts you have to enter share purchases or redemptions manually.
I use an internet-based comprehensive financial planner called MaxiFi (maxifiplanner.com) which can give you very precise modeling of the effect of all of these factors on any scenario or Roth conversion plan you want to test, including the effect of different possible future tax rates, inflation rates, withdrawal rates, Roth conversion amounts, income, lifespan, etc. It is fee-based, $109 for the first year (you don't have to continue). (I have no connection to this company other than as a customer, but please feel free to delete this comment if a commercial mention is taboo.) I have been making bracket-filling Roth conversions the last few years while working.
Comments:
Vanguard allows you to add external accounts manually to your Vanguard portfolio, so they can be analyzed in Portfolio Watch entirely or in any subset. The prices of mutual funds and ETFs will update automatically each day, but for non-Vanguard accounts you have to enter share purchases or redemptions manually.
Post: Back on Target
Link to comment from June 29, 2022
I use an internet-based comprehensive financial planner called MaxiFi (maxifiplanner.com) which can give you very precise modeling of the effect of all of these factors on any scenario or Roth conversion plan you want to test, including the effect of different possible future tax rates, inflation rates, withdrawal rates, Roth conversion amounts, income, lifespan, etc. It is fee-based, $109 for the first year (you don't have to continue). (I have no connection to this company other than as a customer, but please feel free to delete this comment if a commercial mention is taboo.) I have been making bracket-filling Roth conversions the last few years while working.
Post: Self-Inflicted
Link to comment from June 29, 2022