Finance & Tax

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

IRMAA Clarity

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

OptiAMT

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

Supplemental Wage Tax Calculator

Precision bonus, equity vesting, and supplemental wage withholding analyzer.

• Statutory flat rate (22% vs. 37% over $1M) comparative analysis
• Aggregate method payroll withholding simulation

S-Corp Reasonable Salary Calculator

Methodology-driven compensation modeler for S-Corporation owner-operators.

• Multi-factor wage benchmarking by role, time allocation, and geographic market
• Distribution vs. W-2 salary tax optimization breakdown