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DISCLAIMERS

Technical Requirements & Compatibility:

Software: Requires the latest version of Microsoft Excel for Windows or Mac (Microsoft 365). Older versions, or web-based versions, of Excel are not compatible.
VBA Macros: As this is a VBA-powered application, macros must be enabled to run the calculations and scenario comparisons.
Unsupported Platforms: This tool is not compatible with other spreadsheets such as Google Sheets, LibreOffice and Apple Numbers.

Personal Use Only: This spreadsheet is for personal, individual use only. Sharing, redistribution, or resale of the file is not allowed. Financial advisors must purchase a Commercial License (one advisor) or Extended Commercial License (up to 10 advisors) to use this tool with clients.

Not Financial Advice: This tool is provided for informational and educational purposes only and does not constitute financial, investment, or tax advice. Please consult a licensed professional for personalized guidance. A directory of advisors who hold a valid Commercial or Extended Commercial license for the Roth IRA Conversion Optimizer is available on the Advisor Partner Program page.

No Guarantees: While every effort has been made to ensure accuracy, I make no guarantees regarding outcomes or results. Use of this tool is at your own discretion and risk.

Digital Product Terms: Due to the nature of digital products, all sales are final. No refunds or exchanges will be issued once the file has been downloaded.

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