Roth Conversion Calculators
Use our suite of free calculators to understand your retirement tax situation and plan an optimal Roth conversion strategy.
5 Calculators
2-5 min each
100% Free
Hook
Quick RMD Calculator
Calculate your Required Minimum Distributions and see how they impact your retirement income and taxes.
- See your estimated RMD amounts
- Understand tax implications
- Plan for mandatory withdrawals
2 minTry Calculator
Qualification
Tax Impact Calculator
Analyze how different Roth conversion amounts affect your current and future tax situation.
- Compare tax scenarios
- Find optimal conversion amounts
- See long-term tax savings
3 minTry Calculator
Differentiator
IRMAA Penalty Calculator
Discover how Medicare premium surcharges (IRMAA) could affect you and how Roth conversions can help.
- Check IRMAA threshold risk
- Calculate potential surcharges
- Plan to avoid penalties
3 minTry Calculator
Advanced
Advanced Roth Planner
Create a multi-year Roth conversion strategy optimized for your specific situation.
- Multi-year conversion timeline
- Tax bracket optimization
- Social Security coordination
5 minTry Calculator
Presentation
Cash Flow Visualizer
Visualize your retirement income streams and see how Roth conversions affect your cash flow.
- Income stream visualization
- Tax-adjusted projections
- Scenario comparisons
5 minTry Calculator
Ready for a Personalized Analysis?
After using our calculators, get a comprehensive analysis from our Roth conversion specialists.