I’m a retired business and product consultant who is passionate about tax and retirement planning. I spend most of my time traveling and keeping active with my wife. In my down time, I enjoy working on the Roth Conversion Optimizer and chatting with fellow investors.
As someone fortunate enough to retire early, I wanted to take advantage of the lower tax rates associated with early retirement to move money from my IRA to my Roth IRA (a Roth conversion). I couldn’t find any tools or financial advisors that could articulate the tradeoffs with the level of detail that I was looking for so I ended up building my own.
I originally built this spreadsheet application for myself, but was encouraged to make it available to others. This is the result of that effort. If you purchase this sheet and are looking for help setting up your analysis, don’t hesitate to reach out to me. Also, I’d greatly appreciate any feedback or suggestions on this product, so I can continue to make updates and enhancements.
This shop is owned and operated by SkyRockRidge LLC.
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William on Apr 6, 2026
5 out of 5 starsLove the program, easy to use and determine optinal strategy.
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Tseng on Jan 31, 2026
5 out of 5 starsThis is a great retirement planning tool. I used the Roth optimization macro to run different scenarios to optimize my net worth. It can also generate charts allow you to visually compares all the key finical trends of different scenarios easily.
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Keith on Jan 23, 2026
5 out of 5 starsWhat a wonderful tool.....Great Retirement spreadsheet!!!
ExcelAppShop responded on Jan 23, 2026
Thanks Keith! I'm pleased to see such a positive response from a Commercial user.
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Etsy buyer on Jan 10, 2026
5 out of 5 starsTook a little time to figure out the inputs. Spreadsheet is as described.
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Jennifer on Dec 19, 2025
5 out of 5 starsGreat spreadsheet, and the author is very willing to help you get it working.
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John on Dec 16, 2025
4 out of 5 starsDon’t buy unless you have an understanding of how complex this spreadsheet is and know what to do with the information. It was alway more complex than I needed UPDATE: Had great post purchase discussion with the creator of the Excel Spreadsheet. Seems that the complexity issues I saw are mostly due to the fact that I opened it in Numbers on my MAC and the Marcos are disabled. (it is also very capable). There is a Mac version in the works and I will await that version. I am sure when that is available this will be a great tool to use.
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Rick on Dec 8, 2025
5 out of 5 starsThis is a great tool and the seller is extremely helpful as it relates to usability of the product.
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Jeff
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I’m a retired business and product consultant who is passionate about tax/retirement planning. I spend most of my time traveling and keeping active with my wife. In my down time, I enjoy working on the ExcelAppShop and chatting with fellow investors.
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