Retirement Plan Simulator
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Copy A → B
Scenario A
Retirement age
SS claim (you)
SS claim (spouse)
Withdrawal order
Taxable first
Tax-deferred first
Proportional
Custom
Roth conversions
Conversion mode
Fill bracket
Fixed $/yr
Target
Conversion window
to
State tax rate
Discretionary taper start age
Discretionary taper %/yr
Scenario B
Retirement age
SS claim (you)
SS claim (spouse)
Withdrawal order
Taxable first
Tax-deferred first
Proportional
Custom
Roth conversions
Conversion mode
Fill bracket
Fixed $/yr
Target
Conversion window
to
State tax rate
Discretionary taper start age
Discretionary taper %/yr
Table for scenario:
A
B
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