scenarios

Preview Conversion Tax

Single-year tax preview for a Roth conversion event.

Computes the marginal tax cost of adding amount to the conversion year's taxable ordinary income, using the residency/regime that applies in that year (honoring any relocation events). The baseline reflects the scenario's projected ordinary income (wages, pensions, savings during accumulation) so the preview captures the conversion's marginal bracket impact rather than a stand-alone calculation. The conversion amount is routed as residual ordinary income (matching the engine's tax_deferred_withdrawal lane), which carries the foreign-source tag that the Portugal NHR exemption requires for US citizens abroad.

post/api/scenarios/preview-conversion-tax

Request

  • Base URL: https://api.retirementlab.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.retirementlab.app/api/scenarios/preview-conversion-tax
  • Auth: none declared

Request body

yearinteger required
amountnumber required

Response

Successful Response

yearinteger required
amountnumber required
residency_countrystring required
residency_regimestring
citizenship_countrystring required
overlay_activeboolean required
residency_tax_impactnumber required
citizenship_tax_impactnumber required
ftc_appliednumber required
total_tax_impactnumber required

Changes

No recorded changes to this operation across all 1 revision of this API.