AdvisorCal · Tools
Roth Conversion
Pro
New analysis→Comprehensive Roth conversion analysis: federal + state taxes, IRMAA, NIIT, ACA premium tax credits, Social Security taxability, heir savings, and the widow-tax scenario. 2026 OBBBA tax brackets.
Run for a household · pre-filled
Open Roth Conversion Pro with their data already in.
Pick a household. ages, balances, filing status, income, and goal all flow into the form. When you save the run, you’ll be asked whether to display the results on the client page.
No households yet add one and you’ll see them here.
Run separate from a household
Open Roth Conversion Pro with a blank form.
Use for one-off math, what-if conversations, or scenarios you don’t want tied to a specific household. Nothing saves to a household until you choose to.
No analyses yet
Open a household and click "Roth Conversion Pro" in the Launch picker. the inputs pre-fill from the household profile. Or start a new analysis from scratch.
Start a new analysis →