Roth Conversion Planning

Roth Conversion Tax Comparison

Compare a no-conversion IRA path against a Roth conversion strategy, including retirement income solve, future tax assumptions, and client-ready report totals.

Inputs

Roth Conversion Scenario

1. Client Details

Client Name Advisor

2. Starting IRA

Current Age Initial IRA Balance Bonus (%)

3. Roth Conversion

Conversion Years Conversion Tax Rate (%) Roth Return (%) Roth Annual Fee (%)

4. No-Conversion Scenario

Mode

IRA Return (%) IRA Annual Fee (%) Retirement Age Tax Rate at Retirement (%) Income Inflation (%) Death / Life Expectancy Age

Results

Tax Comparison Snapshot

Age 90

--Total IRA Taxes

--Roth Conversion Taxes

--Tax Advantage

Annual Roth Conversion--

Solved Gross Income--

Projected Roth Value--

No-Conversion IRA Left--

Projected Taxes Paid

Through age 90

No-conversion taxes Roth conversion taxes

Client Output

Roth Conversion Report Preview

Roth Conversion Analysis

Tax Comparison Report

Tax comparison through age 90

Prepared forClient

AdvisorAdvisor

Initial IRA Starting Value--

Current Age--

Projection Through--