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Personalized Roadmap

Let's Run Your Numbers.

Answer a few questions, up to 97% more lifetime wealth.

Free 2–3 minutes Secure

What state do you live in?

Please select your state.
State income tax rates directly affect how much of each Roth conversion is taxable and at what rate. States with no income tax allow larger annual conversions at lower cost.

Are you married?

Please select an option.
Marital status affects your tax brackets, filing strategies, spousal IRA options, conversion opportunities, and RMD rules. Married couples filing jointly have wider brackets and additional planning strategies available.

What is your current age?

Your Age 60
Your age determines the optimal conversion timeline, required minimum distributions, and IRMAA charges.

What are your ages?

You 60
Spouse 60
Age determines the optimal conversion timeline, required minimum distributions, and IRMAA charges for both you and your spouse.

Approximately how much do you have in traditional, non-Roth IRA retirement accounts?

Balance $100,000
This helps us calculate your baseline (non-conversion) lifetime wealth, projected gains from conversion, and the optimal conversion amounts for each year. Approximations are perfectly fine here.

Approximately how much do you and your spouse have in traditional, non-Roth IRA retirement accounts?

You $100,000
Spouse $100,000
This helps us calculate your household's baseline lifetime wealth, projected gains from conversion, and the optimal annual conversion amounts. Approximations are perfectly fine here.

Approximately how much do you have in Roth IRA accounts?

Balance $50,000
Knowing your existing Roth balances lets us model the tax-free assets you already hold so we don't over-convert into brackets you don't need. Approximations are perfectly fine here.

Approximately how much do you and your spouse have in Roth IRA accounts?

You $50,000
Spouse $0
Knowing your existing Roth balances lets us model the tax-free assets you already hold so we don't over-convert into brackets you don't need. Approximations are perfectly fine here.

How do you feel about investment risk?

Please select an option.
We match your roadmap to investment vehicles that fit your comfort level. Your risk tolerance shapes which strategies and products are appropriate for your conversion plan.

What matters more — growing your nest egg or creating steady income?

Please select an option.
Growth-focused plans maximize accumulation; income plans optimize for reliable distributions. This helps us tailor your roadmap to what matters most to you in retirement.

At what age and annual amount do you plan on starting Social Security?

Payout Age 62
Annual Amount $30,000
Your Social Security start age and annual benefit let us schedule that income into your retirement and time conversions around it.

At what age and annual amount do you plan on starting Social Security?

Payout Age 62
Annual Amount $30,000
Each spouse's Social Security is scheduled separately so combined household income and conversion timing are accurate.

Is your spouse currently receiving Social Security?

Please select an option.
Whether your spouse has already started Social Security determines when that income enters the plan so conversions can be timed around it.

At what age and annual amount does your spouse plan on starting Social Security?

Payout Age 65
Annual Amount $30,000
Each spouse's Social Security is scheduled separately so combined household income and conversion timing are accurate.

What is your spouse's annual Social Security amount?

Annual Amount $30,000
Each spouse's Social Security is scheduled separately so combined household income and conversion timing are accurate.

What is your current annual non-Social Security income (salaries, wages, etc.)?

Annual Income $60,000
Your current income determines your tax bracket and how much room you have for Roth conversions each year before pushing into a higher bracket.

How much total annual after-tax income do you need to maintain your current lifestyle and expenses?

Annual Amount $70,000
This helps us model your retirement income needs and ensure conversion amounts don't compromise your cash flow or lifestyle during the conversion period.

Almost done! What is your name?

Please enter your first and last name.
So we can personalize every detail of your roadmap with your name.

What is your spouse's name? (optional)

Optional — adding your spouse's name lets us personalize the parts of your Roadmap that cover both of you.

Where should we send your projected results?

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Please enter your email and phone number.
This is where we'll send your projected results and your link to schedule a free Roadmap review. We will not spam you.

Your Roth Roadmap is underway.

Your assessment has been received.
The next step is a complimentary strategy session with ProVision Brokerage. Choose a time below so our team can walk through your answers, identify the areas worth a closer look, and explain what your next steps could be.

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