Interactive Tools
Calculators & Demos
The interactive calculators and demos from the original landing page, gathered in one place.
ROI Calculator
ROI Calculator
Quantify time saved and revenue potential.
1 client5 clients20 clients
20 hrs
Time Saved per Month
$3,000
Value Saved per Month
$36,000
Annual Value Saved
Outcome Comparison
Select IRA Size
No Conversion Scenario
$217,000
$364,350
After-tax wealth at 85 • RothFinder Strategy
additional after-tax wealth
+$147,350
Save $54,250 in taxes•Reach the same outcome 1 years sooner
After-tax portfolio value at age 85
Key Benefits
•
RMD pressure eliminated
•
Reduced lifetime tax burden
•
More wealth under your control
Transformations
Sequence Game
How You Win
From First Conversation to Closed Case
Watch the cards light up, then click them in the same order. How long can you go?