Customizing Years for Roth Conversions

welcome this video will walk through how

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to customize the years in which Roth

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conversions are allowed in your income

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lab plan

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from the main plan dashboard of the plan

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you're working on find the advanced

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settings by clicking the three dot icon

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Serum at the top and then clicking

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advanced settings then open up the taxes

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tab here and you'll see at the bottom

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you'll have a button to specify when

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years when specified years when Rock

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conversions are allowed go ahead and

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click that button then click customize

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ears and here's where you'll see all the

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years in which your plan is running

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through and you can quickly let's say if

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we're going every other year for example

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we could quickly set it up like this or

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if you are wanting to

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select all and then

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kind of unselect you have a few

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different options here but once you set

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up your inputs

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for example

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you can hit save then you'd want to hit

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save again to have it applied to your

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plan and then to go back to your plan

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you can hit return to plan and that will

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run and show you your new data from here

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as well you can go to the tax Center

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find your plan in the tax Center

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and once that plan is loaded you can

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click explore

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and from the explore page you can see

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how now our Roth conversions are

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happening every other year what based on

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this chart hope this helps reach out to

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our team if you have any questions or if

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there's anything else we can do to help

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take care