See your whole 4-year window before it closes. The Strategy Pack takes the free ClearRothPlan snapshot further: year-by-year conversion amounts for 2026, 2027, and 2028, what changes in 2029 when the senior deduction ends, how much of your senior deduction each year's conversion keeps or loses, warnings before you cross into a higher tax range or a Medicare IRMAA line, a side-by-side comparison of 3 conversion amounts, and a clean printable plan you can hand to your CPA. You can re-run your scenarios as often as you like through 2028. WHAT IT IS NOT: this is a self-serve educational tool. It is not personal financial or tax advice, and it is not a review or recommendation by Gerardo Castillo or any firm. Confirm your situation with your own CPA, enrolled agent, or tax attorney before converting.
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ABOUT THE CREATOR: ClearRothPlan was built by Gerardo J. Castillo, CFP® — a financial advisor in Omaha, Nebraska (FINRA CRD# 7342568). Verify him yourself: FINRA BrokerCheck report: https://files.brokercheck.finra.org/individual/individual_7342568.pdf · CFP Board verification: https://www.cfp.net/verify-a-cfp-professional (search Gerardo Castillo) · LinkedIn: https://www.linkedin.com/in/gerardo-castillo-cfp®-07671b139
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REFUNDS: 14-day, no-questions refund. If the Strategy Pack isn't for you, email within 14 days of purchase and we'll refund the full $499.