Calculation catalog › Roth

Projection summary lifetime Roth conversions

Total traditional-account dollars converted to Roth across the projection.

Field: lifetimeRothConversions Unit: US dollars Basis: nominal dollars Computed by: Engine Status: Complete chain

Appears in: report (Lifetime Roth conversions); results-headline (KpiBar "Roth converted"); report (headline-results block lifetimeRothConversions); mcp (run_projection.summary.lifetimeRothConversions); mcp (compare_scenarios.a.lifetimeRothConversions); mcp (compare_scenarios.b.lifetimeRothConversions)

Calculation records

  • Lifetime Roth conversions: sum of annual traditional-to-Roth movement Composition record, justified by derivation

    Purpose: Total nominal dollars moved traditional-to-Roth across every projection year.

    Statement: lifetimeRothConversions = sum over all projection years of YearResult.rothConversion. Each annual field is dollars moved traditional-to-Roth in that year, so the lifetime figure is the additive identity over all and only the projection rows. Units: nominal dollars. Rounding: none.

    Formula: lifetime = sum_y rothConversion_y

    • rothConversion_y: Nominal dollars converted traditional-to-Roth in year y (unit: usd) (domain: finite)
    • lifetime: Sum of those annual amounts over the projection (unit: usd) (domain: finite)

    Timing: once per projection, over every published year including zeros

    Rounding: none

    Limits:

    • Zero-conversion years remain in the sum; shortening the horizon to drop a zero year also drops later years
    • The evidence constructs the three stated YearResult.rothConversion rows rather than running a full simulation

    Provenance: derived by codex, implemented by grok.

    Independent review: cursor

    Gates (6 of 6 pass): fixture registers a test: pass; pins resolve: pass; families exist: pass; worksheet exists: pass; mutation receipt exists: pass; provenance independent: pass

    Worksheet: projection-summary-lifetime-roth-conversions.md Mutation receipt: projection-summary-lifetime-roth-conversions.mutation.md

    Evidence tests: compare.evidence.test.ts

    Implemented in: compare.ts

    Is the number of: projection-summary-lifetime-roth-conversions

    Feeds: scenario-comparison-cell

Engine source: engine/src/projection/compare.ts (ProjectionSummary.lifetimeRothConversions)

The evidence links on this page (each record's worksheet, mutation receipt, evidence tests and implementation, and the source links) are pinned to engine commit 2624dbdba9fd, committed 2026-10-11. The live calculation index and output-family census links point at the repository's main branch, so you can check this snapshot against them.