⚙️ Your Profile & Assumptions
📊 Key Metrics
Balance Growth Over Time — Traditional vs. Roth Conversion (Amount $)
Projected Monthly Retirement Income (Amount $)
Year-by-Year Balance Snapshot (Amount $)
Annual Conversion Roadmap (Amount $)
Cumulative Tax Cost vs. Savings (Amount $)
Year-by-Year Conversion Schedule
| Year | Age | Phase | Conversion | Tax Rate | Tax Cost | Roth Balance | Traditional Balance | Status |
Tax Bracket Utilization (Amount $)
RMD Impact Without Conversion (Amount $)
Lifetime Tax Comparison — Convert vs. No Convert
Break-Even Analysis (Cumulative $)
⚡ Select Conversion Strategy
Conservative Scenario (Amount $)
Recommended Scenario (Amount $)
Aggressive Scenario (Amount $)
Scenario Comparison — Final Balance at Retirement (Amount $)