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Model multi-year Roth conversion strategies to minimize your lifetime tax burden — especially powerful in the gap years between retirement and RMDs.
Here's the kind of insight this tool delivers
“Converting $50k/yr from ages 60–72 (before RMDs begin at 73) fills the 22% bracket each year and saves $127,000 in lifetime taxes compared to letting RMDs push you into the 32% bracket.”
Everything included when you unlock Roth Conversion Ladder
“Sagery's Pro tools gave me the confidence to actually set a retirement date. The roth conversion ladder alone was worth the subscription.”
Happy Sagery User
Pro subscriber since 2026
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