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Roth Conversion Tax Estimator

See the immediate federal + state tax a Roth conversion would add, and whether it crosses an IRMAA Medicare tier. This is a scenario estimator, not advice — you choose the amount.

Not investment advice. Ironlake is decision-support analytics, not a registered investment adviser. It does not execute trades or make personalized recommendations of specific securities or trades. The figures here are illustrative, based only on the inputs and assumptions you enter on this page; consult a qualified professional before making financial decisions.