Can I model Roth Conversions?

Published Apr 6, 2023
Post hero image

You can! If you open an eligible account from the Accounts column within the plan interface, there is now a section where you can enable Roth Conversions. This includes an analysis table built into the form where you can analyze the effects on your plan.

To learn more about modeling Roth conversions in ProjectionLab, you can check out our video tutorial:

Disclaimer: The content, tools, and resources on ProjectionLab.com are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. ProjectionLab makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on ProjectionLab are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on ProjectionLab current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on ProjectionLab are provided without any guarantees or warranties of any kind.