Prep before 14-day free trial?
I may very well end up paying for an annual subscription, but first I want to make the most of the 14-day free trial, which I haven’t yet started, to see if Boldin is right for me.
What prep would you suggest doing to make the most of the trial period before starting it? We keep spreadsheets with retirement savings broken out by account type, our budget, and other basic financials. Any scenarios we’d want to have mapped out? Any videos/posts/tutorials you found helpful to hit the ground running when you have access to the tool?
We’re mid-journey to retirement (~15 years out) and think Boldin may be most useful for figuring out where we should be putting our money, whether to switch some future investments away from traditional and towards Roth or brokerage, and our ability to do Roth conversions in retirement to avoid RMD problems.
Thanks!