Take Control of Your Retirement
Run Roth conversions the right way with expert guidance
Get a personalized analysis of how Roth conversions could impact your retirement plan.
See how a Roth conversion affects your federal taxes, IRMAA brackets, and Medicare premiums instantly.
Our software uses over 40 variables to calculate your most accurate Roth conversion strategy.
Real-Time Tax Impact
Eliminate Guesswork
Discover Your Roth Potential
Other programs are misleading and inaccurate
Most Roth conversion calculators on the market rely on 10 inputs—or fewer—to make life-altering tax recommendations.
That’s not advice. That’s a shortcut.
Why Choose Us
We guide you through Roth conversions step-by-step, making complex decisions simple and manageable.
Today, Lauren works directly with financial advisors to help design accurate Roth conversion scenarios using the OnPointe Risk Analyzer and Retirement Planner. Her mission is simple: eliminate guesswork and empower advisors with tools that uncover real, tax-efficient opportunities for their clients.
Whether she’s leading advisor training, enhancing software design, or consulting on complex Roth cases, Lauren’s commitment to transparency and precision has made her a trusted partner for advisors nationwide.
Our Services
Helping you take control of your retirement with smart Roth conversions.
Strategy Plan
Personalized Roth conversion strategies tailored to your financial goals.
Tax Guidance
Expert advice to minimize taxes and maximize retirement savings.
Master Roth Conversions
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Roth Conversions helped me confidently navigate my retirement options with clear, practical advice.
J.S.
★★★★★