Roth conversions can be powerful. Do they make sense for you?
The Roth Conversion Tax Estimator shows what a conversion could do to your taxes this year. Enter your income (wages, Social Security, pensions and retirement withdrawals, investment income), your filing status, your state, and how much you plan to convert over how many years. It blends federal and state income tax into one effective rate, works out how much of your Social Security becomes taxable, and shows your rate without the conversion next to how much the conversion adds. It’s free, it’s an estimate, and it’s not tax advice.
Yes. The Tax Scorecard shows the potential lifetime taxes on a pre-tax retirement plan, including the “collateral damage” effects on Social Security and Medicare premiums (IRMAA), next to a conversion strategy.
It also can show the difference in potential lifetime wealth between staying pre-tax and a conversion strategy.
No. WealthLogix is a presentation and illustration-support tool for licensed professionals. Results are for illustrative and educational purposes and aren't guarantees of future results.
You stay responsible for the suitability and compliance of every presentation you deliver. See our Terms of Use.
No. WealthLogix is unapologetically built to show the merits and uses of FIAs, IULs and Roth conversion strategies.
It doesn't replace comprehensive planning software like RightCapital, Retirement Analyzer, Income Lab, Income Solver, eMoney, MoneyGuidePro, or the many other great solutions that already exist.
Book a live demo and we'll walk you through it, or start a 7-day free trial and try it yourself.