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Docs · Model reference

roth-conversion-ladder

Verified · spec v1.0.0

Inputs

FieldTypeValid domain
traditionalBalancefloat10,000 – 5,000,000
annualConversionfloat1,000 – 500,000
annualOtherTaxableIncomefloat0 – 500,000
filingStatuschoicesingle | married
ladderYearsint1 – 20
growthRatefloat0 – 0.12
  • The TY2026 federal bracket table is applied to every ladder year (no bracket inflation); annualOtherTaxableIncome is taxable income after deductions.

All fields required. Out-of-domain values are rejected with per-field errors — never clamped. Unknown fields are rejected.

Live example — generated from the real engine

Request
POST /api/v1/models/roth-conversion-ladder
{
  "traditionalBalance": 2505000,
  "annualConversion": 251000,
  "annualOtherTaxableIncome": 250000,
  "filingStatus": "single",
  "ladderYears": 11,
  "growthRate": 0.06
}
Response (chart arrays compacted)
{
  "ok": true,
  "model": "roth-conversion-ladder",
  "specVersion": "1.0.0",
  "contractUrl": "/api/v1/models/roth-conversion-ladder",
  "specUrl": "/api/v1/models/roth-conversion-ladder/spec",
  "inputs": {
    "traditionalBalance": 2505000,
    "annualConversion": 251000,
    "annualOtherTaxableIncome": 250000,
    "filingStatus": "single",
    "ladderYears": 11,
    "growthRate": 0.06
  },
  "outputs": {
    "totalConverted": 2761000,
    "totalConversionTax": 964295.75,
    "averageEffectiveRate": 0.34925597609561754,
    "remainingTraditionalBalance": 771882.6481181877,
    "yearlyData": [
      {
        "year": 1,
        "conversion": 251000,
        "tax": 87663.25,
        "accessibleInYear": 6,
        "endingBalance": 2389240
      },
      {
        "year": 2,
        "conversion": 251000,
        "tax": 87663.25,
        "accessibleInYear": 7,
        "endingBalance": 2266534.4
      },
      "… 9 more"
    ]
  },
  "sentinels": [],
  "assumptions": [
    "Implements model spec roth-conversion-ladder v1.0.0 (dual-implementation verified).",
    "The TY2026 federal bracket table is applied to every ladder year (no bracket inflation); annualOtherTaxableIncome is taxable income after deductions."
  ],
  "facts": [
    {
      "id": "irs.brackets.single.top-of-10pct.2026",
      "label": "Top of 10% ordinary bracket, single (vintage marker for the TY2026 table)",
      "value": 12400,
      "period": "TY2026",
      "source": "IRS TY2026 inflation adjustments (Rev. Proc. 2025-32)"
    },
    {
      "id": "irs.brackets.mfj.top-of-10pct.2026",
      "label": "Top of 10% ordinary bracket, MFJ (vintage marker for the TY2026 table)",
      "value": 24800,
      "period": "TY2026",
      "source": "IRS TY2026 inflation adjustments (Rev. Proc. 2025-32)"
    }
  ],
  "record": {
    "sha256": "fd18bcecf8fe6f67988a3e1731fe031b0bacd48b2f23017f0a39d2785cb58e17",
    "fields": [
      "model",
      "specVersion",
      "inputs",
      "outputs"
    ],
    "howToVerify": "Store this record with any advice or agent output built on these numbers. To verify later: build {model, specVersion, inputs, outputs} from the stored response, serialize as JSON with object keys sorted recursively (no whitespace), and SHA-256 it — a match proves the numbers came from this spec version with these inputs, unaltered."
  },
  "disclaimer": "Illustrative planning model, not financial advice. Outputs follow the published model spec exactly; read the spec for assumptions and exclusions before relying on any number."
}

This example is executed against the production engine when the page builds — it cannot drift from the API's real behavior.