About The Nest Planner

The Nest Planner is a free educational resource for the tax side of retirement planning — built for higher earners weighing a Roth conversion. We translate dense rules from the Internal Revenue Code into plain English and pair them with tools, like our conversion calculator, so you can see what the numbers look like for your own situation before you ever talk to a professional.

What we are — and what we are not

We are a publisher of educational content. We are not a registered investment adviser, a CPA firm, or a law firm; we do not manage money, prepare returns, or sell the investments described on this site. Nothing here is personalized advice, and using the site does not create a client or advisory relationship. Think of us as a well-sourced starting point — the place you get oriented before bringing specific questions to your own CPA, tax attorney, or fiduciary advisor.

How we research and write

Our standard is to build from primary sources — the Internal Revenue Code, Treasury regulations, and official IRS guidance — and to cite the specific sections so you can verify them yourself. A few principles guide every page:

• Mechanics and risks, not just upside. Each strategy page explains how the provision actually works, who qualifies, and where the limits and dangers are.
• Current to the tax year. Figures like brackets, contribution limits, and surcharge thresholds change annually; we date our pages and update them.
• Plain English over jargon. If a concept needs a term of art, we define it — see the glossary.
• No hype. We don't promise outcomes. Tax results depend on your facts, the structure used, and law that can change.

Who is behind The Nest Planner

Trust on a topic like this should rest on transparency about who is writing and why.

[PLACEHOLDER — replace with the real owner/author. Include your actual name, relevant background and experience, and any genuine credentials or licenses. Do not overstate qualifications. If a licensed CPA, EA, attorney, or financial professional reviews the content, name them and their real credentials here; if not, say plainly that content is researched and written from primary sources and is not professionally reviewed.]

Our commitment regardless of credentials: every factual claim traces to a citable source, every strategy discloses its risks, and we tell you when something requires a professional rather than implying we can be one.

Why you can trust what you read here

• Sourced. Tax claims link to the IRC, Treasury regs, or IRS publications.
• Transparent about limits. We flag investment risk, qualifying requirements, and the parts that demand individualized analysis.
• Independent of the transaction. We don't earn a commission on whether you convert or invest, so the content can stay focused on helping you understand the trade-offs.

Contact

Questions, corrections, or feedback are welcome at [INSERT EMAIL]. We take accuracy seriously — if you believe something here is out of date or wrong, please tell us.

[PLACEHOLDER — insert a real contact email and, if you have one, a business name/mailing address. Search engines and readers both weigh genuine contact information on a financial site.]