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Filing status
Single
Married filing jointly
Head of household
Your age at year end
Spouse's age at year end
Ordinary income before the conversion ($)
wages, pension, IRA withdrawals, interest
Social Security benefits ($ a year)
gross, both spouses
Long-term gains and qualified dividends ($)
Tax-exempt interest ($)
optional
Amount to convert ($)
The cliffs and the future
Household size
for the marketplace line
I buy health insurance on the ACA marketplace
Pre-tax balance today ($)
for the RMD projection
Expected return (%)
for the projection only
What the conversion costs
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