Roth Conversion Calculator
How much can you convert in 2026, and what does each extra dollar really cost once Social Security, the senior deduction and Medicare IRMAA are counted?
Open the calculatorMedicare IRMAA Calculator
Which Medicare premium tier does your income put you in, what does it cost a year, and how close are you to the next one?
Open the calculatorRMD Calculator
Your 2026 required minimum distribution, the year your first one is due, and the next ten years.
Open the calculatorSenior Deduction Calculator
How much of the new $6,000 senior deduction do you keep at your income, and what does each extra $1,000 of income cost?
Open the calculatorInherited IRA Calculator
When must an inherited IRA be empty under the 10-year rule, and do you owe a withdrawal every year before then?
Open the calculatorEvery formula, figure and source is on the methodology page, with the date each figure was checked. Want a plan built on your own numbers? See the Tax Plan.
Estimates for 2026 using federal figures only, from the inputs you entered. Not tax advice for your situation and not a guarantee of any result. State taxes, the net investment income tax, AMT and other items are not included. See how this is calculated.