FinDash Docs ยท Reviewed 2026-08-09
Roth Strategy Lab
Generate, compare, and apply multi-year Roth conversion strategies.
Where To Find It
Open Tax, select a tax scenario, then launch Roth Strategy Lab from the planning workspace or Actions menu. There is no separate Projections tab.
Strategy Lab
The Roth Strategy Builder compares bracket-fill, IRMAA-aware, and multi-year strategies using the current-law tax engine and your linked cash-flow plan.
Apply To My Plan
Use Apply to My Plan to create or update a comparison scenario in Goals / My Plan with the exact yearly conversion schedule shown in the lab.
IRMAA Impact
See how conversions affect your Medicare premiums (IRMAA) and factor that into your decision.
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