Feature · what this software actually does
Roth conversion modeling
Quantifies the lifetime tax impact of partial Roth conversions across bracket-fill windows and survivor scenarios.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Income LAB
- Corvee
Adjacent
- Holistiplan
- Rightcapital
- Income Discovery
Build vs buy verdict
buy
Highest-value single tax move for HNW pre-RMD. Hard to get right without IRMAA and survivor logic baked in.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Multi-year tax projectionannualProjected AGI, marginal bracket, NIIT/AMT/IRMAA exposures across 5–10 years with side-by-side scenario diffs.
Most relevant for
- HNW
- UHNW
Test yourself · topic quizTuned · Financial Planning
Multiple-choice — different from any drill above.
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