Select an existing save to overwrite it, or type a new name.
Generate Client Report
Select which strategies to include as detail-table appendices at the end of the report. Charts and side-by-side comparison always include all strategies.
Tax-law assumption — selected strategy, both ways
Taxes - Base Facts Before Conversions
Projected Taxes
Below is a projection of the annual taxes you could pay each year with and without a Roth conversion plan.
Per-year breakdown for the strategy currently selected.