Plan and evaluate conversions using a dual‑component framework: Core Roth Conversion (tax‑rate‑spread gain) and Synthetic Roth Contribution (outside‑funded tax reclassified into Roth).
For demonstration purposes — no investment advice.
RothConv helps professionals and individual investors compare inside‑funded versus outside‑funded conversions, quantify tax‑rate‑spread profit, and fund the embedded Synthetic Roth Contribution when taxes are paid with cash.
RIAs, planners, and analytically minded investors who want transparent mechanics rather than black‑box heuristics.
Early access. Core calculations are validated against internal test cases. UI and onboarding are under active development.
Licensed use for advisors, firms, and client reports.
$99/yr
For individual investors using RothConv for personal planning.
$0+
Prices shown for illustration. Final pricing may change at launch.
RothConv is grounded in a dual‑component view of conversions. A public summary and practitioner notes will appear here. The submitted research manuscript is pending editorial decision.
Questions, partnerships, or early access:
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RothConv is provided “as is” for informational purposes and does not constitute financial advice. You are responsible for any decisions made using outputs from the service. We reserve the right to modify features and pricing. By creating an account or purchasing a plan, you agree to these terms.