Roth & Tax Strategy
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Personal Finance Toolkit
Build a plan that works — from first contribution to final withdrawal.
Analyze the tax impact of Roth conversions
CalculatorEvaluate the NUA strategy for employer stock in your 401(k)
CalculatorVisualize the power of tax-deferred compounding
Interactive ToolEnter your retirement income mix and see what each state would tax it — or compare states side-by-side on Social Security, pensions, 401(k)/IRA, Roth, capital gains, and estate/inheritance taxes.
ArticleThe tax math behind Roth conversions, optimal conversion windows, and how to build a multi-year conversion ladder.
ArticleHow to analyze the tax-deferred vs. Roth trade-off based on your current and projected tax brackets.
ArticleWhen 401(k) company stock qualifies for NUA, the cost-basis rule, RMD savings, the estate step-up myth — and when a plain IRA rollover wins instead.