Creating an income distribution card will allow you to specify the exact dollar amount of the distribution and the year it takes place. In contrast, the Tax > Distributions module (Roth tool) provides the ability to fill up to specified tax brackets and IRMAA thresholds over several years while giving the client a visual representation of the value Roth conversions have within the plan.
What is the difference between creating a distribution card that converts assets to Roth versus using the Roth conversion tool within the Tax > Distributions module?
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