Roth Conversion Calculator
Employing Roth conversions is a powerful tax saving strategy that has saved many of our clients in excess of $100,000 in retirement taxes. We've created this tool to estimate your potential savings by using this tax strategy. This calculator evaluates the range of potential savings based on a number of factors to help you determine if this strategy may be right for you.
NOTE: The calculator will generate a conservative estimate for each scenario based on Minnesota state taxes only. Working with a Great Waters Financial advisor, where other factors can be considered, often results in increased savings.