Working with Advisors who use woefully inaccurate software can cost you 10's if not 100's of thousands of dollars
At Run My Roth, we believe consumers and financial professionals deserve better
Discover Your Roth Potential
Get a personalized analysis of how Roth conversions could impact your retirement plan.
Real-Time Tax Impact
See how a Roth conversion affects your federal taxes, IRMAA brackets, and Medicare premiums instantly.
Eliminate Guesswork
Our software uses over 40 variables to calculate your most accurate Roth conversion strategy.
Control Your Retirement Timeline
Test conversion strategies by year—optimize before RMDs hit or Social Security kicks in.
Compare Scenarios
Side-by-Side
Run multiple “what-if” plans to see how different conversion amounts and timing affect your future.
Clarity You Can Trust Power You Can Use
Easy enough for individuals, powerful enough for professionals. No jargon. Just clarity.
Other programs are misleading and inaccurate
Most Roth conversion calculators on the market rely on 10 inputs—or fewer—to make life-altering tax recommendations.
That’s not advice. That’s a shortcut.
Incomplete
Analysis
Real Roth conversion planning should account for tax brackets, IRMAA penalties, future income shifts, capital gains timing, RMDs, and more—not just age and account balances.
Cookie Cutter
Results
With under 20 inputs, these tools ignore the unique complexity of your financial life. That can cost you thousands in avoidable taxes and Medicare penalties.
Manipulated Assumptions to Sell
Some tools are designed to make annuities or Roth conversions look better than they are by tweaking assumptions or hiding trade-offs to push products.
Missing Full Retirement Picture
True Roth strategy requires multi-year modeling and coordination with income, Social Security, healthcare, and estate goals. Simplified tools can’t get you there.