Attending Financial Launchpad

Visualize your cash flow and optimize your portfolio allocation.

Mega Backdoor Roth Simulator

Mega Backdoor Roth Simulator

$
$
Net Income
$236,660
Pre-tax 401k
$24,500
Mega Backdoor
$47,500
Taxable
$84,660

Note: This tool assumes 2026 contribution limits. "Mega Backdoor" refers to making after-tax contributions to your 401(k) and converting them to Roth (either in-plan or via IRA rollover). Check your plan document to ensure this feature is supported.

Factor Investing Allocator

Portfolio Allocator

50%
30%
20%
Remaining Allocation 0%
Est. Return
11.3%
Est. Risk (Vol)
18.1%

Note: Returns and volatility estimates are hypothetical based on historical asset class approximations (Large Cap ~10%, Tech ~13%, Small Cap Value ~12%) and do not guarantee future performance.

Disclaimer: The information provided by this tool is for educational and informational purposes only and should not be construed as financial, investment, or tax advice. Appletto is not a registered investment advisor.

Investment outcomes are not guaranteed and may vary significantly. Past performance is not indicative of future results. You should consult with a qualified financial professional before making any financial decisions. Appletto assumes no liability for any investment decisions made based on this information.