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Showing all 5 products
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RothProRata

rothprorata.com

Interactive Backdoor Roth IRA pro-rata tax calculator and educational scenario modeler.

  • Instant aggregate IRA balance and basis ratio calculations
  • Clear visualization of taxable vs. tax-free conversion amounts

Medicare Part B and Part D Income-Related Monthly Adjustment Amount tier projection tool.

  • Medicare Part B and Part D surcharge bracket tier modeling
  • 2-year tax return MAGI lookback threshold analysis

Alternative Minimum Tax threshold analysis and incentive stock option exercise planner.

  • AMT exemption threshold and phase-out rate computation
  • ISO exercise spread computation and break-even headroom modeling