Cash Flow Visualizer

Visualize your retirement income streams and see how Roth conversions affect your cash flow.

Visualize how Roth conversions affect your retirement cash flow over time

Client Name

Client Age

Filing Status

State

Retirement Age

Life Expectancy

Traditional Accounts

Roth Accounts

Taxable Accounts

Current Annual Income

Annual Pension (Retirement)

Annual Social Security

SS Start Age

Total Conversion Amount

Years to Complete

Expected Growth Rate

Inflation Rate

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