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Advanced Roth Planner
Model multi-year Roth conversion scenarios and find the optimal annual conversion to minimize lifetime tax.
Your Inputs
$
$
Your Results
Optimal annual conversion across 5 years
$200,000
Total conversion tax
$231,330
Ending Roth balance
$7,275,668
Lifetime savings vs. do nothing
$172,035
Includes projection table, warnings, and recommendations.