Tax-Optics
Sandbox — one-off, not saved to any client.Nothing here is stored. To save work, open a client and use the plan.Go to clients →
What-If Sandbox · scratch calculator

Model a tax move

Deterministic — every number reproducible. Nothing here is tied to a client; open a client and use the plan to save real work.

engine

Client profile

Diagnostic

Calculating…

What-if: extra IRA distribution / Roth conversion

$20,000

Drag the slider to model additional ordinary income.