Tax Alpha Companies
Enhanced Roth Conversion Calculator
How do you file your taxes?
This sets your brackets and deduction.
What's your age?
Used for RMD timing and deductions.
Approximate annual income (2026)?
W-2, self-employment, pension, IRA/401(k) distributions.
Annual Social Security benefit?
Enter 0 if none.
Traditional IRA / 401(k) balance?
Total pre-tax balance.
📊 Your results are ready
  • Your projected required minimum distributions, year by year
  • Where you stand against key income thresholds
  • Your Roth conversion window — and how much time you have
  • What your current path could mean for your heirs
  • Ask about accessing advanced Roth conversion strategies that may fit your situation

Where should we send your full report?

Enter your email to see your full results on the next screen and get the complete report delivered.

Add your phone and Johnny can walk you through what these findings mean for your situation — no pressure, no pitch. Leave blank if you prefer email only.
Your 2026 retirement picture
Want your numbers turned into a plan?
Your results show where you stand. The assessment shows what to do about it.
Roth conversion timing, sequencing, and coordination — specific to your numbers above.
Take the 3-minute assessment →
Takes about 3 minutes.
Or book a call to talk it through
Educational only; not investment, tax, or legal advice. Johnny Borrelli is an Investment Adviser Representative of Realta Investment Advisors, Inc. and a Registered Representative of Realta Equities, Inc. (Member FINRA/SIPC).
Important disclosures. Matt Chancey, Ross Brannon, Johnny Borrelli, Jimmy Nelson and Jacob Harvey are Registered Representatives of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC. 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Realta Wealth is a trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Steve Medendorp is a Florida licensed attorney but does not provide any legal or tax advice.

This calculator is an educational tool provided by Tax Alpha Companies. All figures, projections, and scenarios shown are illustrative and educational, based on current tax law, the inputs you provide, and standard market assumptions. Actual results will vary materially based on factors specific to your situation that this calculator cannot capture. Nothing presented here constitutes personalized investment, tax, or legal advice, a recommendation, an offer, or a solicitation. Please consult a qualified tax professional, attorney, or financial advisor before making any decisions based on this information.

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