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

Some FAQs about Roth conversions and the Roth Conversion Explorer

How to use the Boldin Roth Conversion Explorer

Roth Conversion Explorer: age range feature enhancement

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

Nancy Gates

Enter Roth conversions and use the Roth Conversion Explorer 

Roth Conversions

Home

Dashboard

My Plan

Contact

Policies

Back to Planner

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.