Is a Roth Conversion Worth It? | Data‑Driven Roth IRA Analysis
We help advisors and their clients make confident, data-driven decisions about Roth IRA conversions. But is a Roth conversion always worth it? Depending on your client’s situation, sometimes the more advantageous option is not converting.
Key Roth Conversion Calculator Features
Our Roth Conversion calculator from Break Analytics gives advisors the ability to model:
- IRMAA and the impact Roth Conversions have on Medicare premiums
- Flexible strategies such as bracket ride and multi-year conversions specific to your client’s needs
- Forecasting different variables year by year like Inflation, ROI, and Income
Book a demo to see how you can help your clients with their conversion “what if” questions.