EZRC

Roth Conversion

Enter your access code.

Access code

Start from

Plan

Sets the fields below. Change anything after and it becomes a custom illustration.

Who this is for

First name

Last name

Age today

Filing status

Approximate annual income

Type of account

The money

Initial Deposit

Incentive to open the account

Added to the deposit on day one. Check to verify state and carrier requirements.

Bonus Increments

Assumed net annual return

The conversion

Years to convert

Who pays the tax

Charitable gift from the account, each year

Blended tax rate applied to the conversion (conservative)

The ladder on this client works out to - blended. The field above is what actually gets used. Setting it higher is the conservative move. Agent view explains the difference.

Non-Conversion Legacy

Plan

What to show

Plan name, optional

Whatever you type prints on the illustration. Leave it empty and no product is named.

Conversion floor

If something happens

Where it is

How much

Where it is

How much

Where it is

How much

If they never convert

Compare out to age

What to compare