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Run My Numbers
Roth Playbook
RUN MY NUMBERS

See the potential impact a Roth conversion could have on your lifetime taxes

In 60 seconds, see how much a Roth Conversion could lower your lifetime taxes and how it impacts your retirement savings.

RUN MY NUMBERSHow it works

Personalized Roth Conversion Report

Built around 3 key outcomes.

See how much to convert, when to convert it, and the potential impact on your lifetime wealth.

01

Lifetime Wealth Impact

See the modeled difference your Roth conversion strategy could make to your lifetime after-tax wealth.

02

Conversion Timeline

See how much you may want to convert each year—and for how long.

03

Target Tax Bracket

See the max tax bracket your conversion strategy may target each year.

Build My Roth Playbook

Your Personalized Roth Playbook, in 60 Seconds.

Answer a few questions to see how much to convert, when to convert, and the potential impact.

Step 1 of 1260-second assessment

What state do you live in?

State income tax rules materially affect your Roth conversion strategy.