One of the biggest challenges with sophisticated financial models is keeping your work intact as new versions are released or as tax rules change from year to year. Nobody wants to rebuild scenario sets, re‑enter assumptions, or recreate custom settings every time a new revision comes out.
That’s exactly why the 2026 release of the Roth IRA Conversion Optimizer includes a fully redesigned Import System — built to make upgrades smooth, fast, and frustration‑free.
Whether you’re moving from the 2025 workbook into the 2026 edition or transitioning between revisions, the import tools ensure your work comes with you.
Upgrade to New Revisions or Tax Years With Confidence
The import system is designed to let you move forward without losing any of the work you’ve already done. With just a few clicks, you can bring your entire setup into the newest version of the spreadsheet.
This includes:
- All Scenario Sets
- All Additional Settings
- All Experimental Settings
- All user‑defined inputs (the blue columns)
No manual copying. No re‑entry. No risk of missing a setting buried somewhere in the workbook.
Just open the 2026 release, run the import, and continue where you left off.
Import All Blue Editable Columns (via a Separate Macro)
Many users rely heavily on the blue editable columns in the Main sheet — especially for custom income, expenses, or one‑time events.
These can now be imported as well using a dedicated macro designed specifically for those user‑editable fields. Just click the macros button (Alt + F8 on Windows) and run the “Import Blue Columns” macro.
This gives you complete continuity across versions, even if you’ve made extensive customizations.
Import Directly From the Previous Revision — No Export Required
One of the most convenient parts of the new system is that you don’t need to export anything ahead of time.
Just select your previous workbook, and the import tool reads everything it needs directly from that file:
This makes it incredibly easy to upgrade whenever a new revision is released — or when you’re rolling forward into a new tax year.
Bonus for Commercial Users: Export Scenario Sets for Client Work
If you’re using the Commercial or Extended Commercial edition, you also gain the ability to export scenario sets into a standalone file.
This is ideal for:
- Sharing scenarios with clients
- Preparing deliverables for planning meetings
- Archiving scenario sets for compliance
- Moving scenario sets between workbooks or team members
It’s a clean, professional way to package your work and deliver it to others without exposing the rest of your model.
Why This Matters
The import system isn’t just a convenience feature — it’s a long‑term foundation for how the tool evolves. As tax laws change, new features are added, and planning strategies become more sophisticated, you’ll be able to upgrade without losing momentum.
Your data stays intact. Your scenarios stay intact. Your workflow stays intact.
And you stay focused on what matters: building smarter, more tax‑efficient retirement plans.