Hi everyone! In their book "Tax Planning to and through Early Retirement," Cody Garrett & Sean Mullaney mention creating a spreadsheet in chapter 36 to track cap gains/losses for EOY tax planning, deciding whether to do a Roth conversion, etc. Has anyone already created a spreadsheet like this that they would be willing to share?
They also mention current year tax planning software for this same purpose. Any recommendations?
We are retiring in May and this part of retirement feels foggy to me- I'd like to get a better grasp on it. Thanks all!
