Free online calculator for Roth conversions (single or multi-year). See how the effect on RMDs and income tax. Download CSV for Excel or Google Sheets.

The VeriPlan Roth IRA conversion calculator feature running on Microsoft Excel functions as a Roth IRA predictor enabling year-by-year Roth conversion analysis.

During turbulent times, how you’ve prepared clients and what you do next is of utmost importance. Tax center — Your source for important tax information on all Vanguard investment products. All …

Jun 16, 2025 · Master your Roth conversion ladder spreadsheet with a free Roth IRA tool and learn simple, tax-free early retirement strategies in seven clear steps.

While this spreadsheet can analyze a large number of retirement scenarios, where it really shines is for Roth IRA conversion analysis. There is a dedicated chart that shows you the optimal Roth …

We have created a ready to Roth IRA Calculator in Excel with predefined formulas. You just need to input your contribution years, contribution amount and few other details.

Is converting to a Roth IRA the right move for you? This calculator can help you decide if converting money from a non-Roth IRA (s) — including a traditional, rollover, SEP, or SIMPLE IRA — to a Roth …