I’ve become a big fan of The Retirement Nerds. These guys run a YouTube channel, website, and sell tax planning spreadsheet and training here. I stumbled upon these guys when researching a Roth IRA conversion and was looking for a spreadsheet that could help do all the calculations for me to figure out a way to optimize converting from a traditional IRA to a Roth IRA. Note that I do not have any affiliate relationship with the nerds.
After watching the four part series link below, I noticed a link to their training videos and spreadsheets that come with purchasing it.
YouTube – Retirement Nerds: Roth IRA Conversion 2024 Tax Planning Strategies
REVIEW: 4 out of 5 Stars!
First let me state that I am biased for math based approaches so when I went through the four part video I was certainly interested in building my own sets of spreadsheets but when I saw that these guys were selling theirs for $39, it was a no-brainer to just buy theirs and adjust for my situation.
The gamble has paid off for me as I am very happy with my purchase and definitely recommend the training program and accompanying spreadsheets to anyone who is contemplating retirement or roth IRA conversions. Below is a sample image of all the sheets you get with their tax planning spreadsheet but the kit also comes with a Personal Tax Planning Template, Roth Conversion Tax Strategy IRA Value Tracker, Stock Trader Example (on benefits of trading in IRAs), and a Rental Property Schedule spreadsheet.
I haven’t completed all the training modules yet but I think what I have completed is well worth the $39 I paid for the course and spreadsheets.
These spreadsheets are now part of my financial toolbox.
Share The Wealth
If you know of a website or YouTuber that has similar or better spreadsheets, share the wealth by letting me know in the comments below.