Boldin

Align Your Roth Conversion Strategy with Your Goals

Are you Wondering if Roth Conversions are for you?

This video demonstrates the use of the Roth Conversion Explorer

Video Demo: Roth Conversion Explorer

How to use Boldin's Roth Conversion Explorer

This article describes  Boldin’s Tax Bracket Roth Conversion Strategy

Boldin’s Tax Bracket Limit Roth Conversion Strategy

This article describes Boldin’s IRMAA Bracket Roth Conversion Strategy

Boldin’s IRMAA Bracket Limit Roth Conversion Strategy

This article describes the strategy and compares it to the tax bracket strategy

Boldin’s Highest Estate Value Roth Conversion Strategy

Boldin’s Lowest Lifetime Tax Liability Roth Conversion Strategy

Feature Enhancement: Convert to your own Roth

This video demonstrates how to use the Boldin Roth Conversion Explorer to assess current year opportunities

How to determine your current year Roth Conversion opportunity

This article describes how to model manual Roth Conversions.

How do I model Roth Conversions?

This article explains why the Roth Conversion Explorer may suggest conversions while you are still working.

Why does the Roth Conversion Explorer suggest conversions while I'm still working?

This article documents common solutions for Roth Conversion issues.

Why doesn't the Roth Conversion Explorer suggest an optimization plan?

This article discusses Roth conversions in general

Roth Conversion and Roth IRA General FAQs

How Do Boldin’s Roth Conversion Strategies Compare to an NPV Approach?

Nancy Gates

Enter Roth conversions and use the Roth Conversion Explorer 

Roth Conversions

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