ROTH Accelerator

SCORECARD

The 4-Box Advisor Scorecard

Before you let anyone run this strategy for you, score them against the four boxes the strategy itself demands. Most advisors miss at least two — usually the two that matter most. This scorecard is the same one from the book, phrased exactly the same way, so you can walk into your next review with a clear standard.

The 4 boxes

1. Are they actually allowed to give you tax advice? (Most aren't.)
2. Do they watch the market closely enough — daily — to actually catch the dips, with a plan already in place to act?
3. Do they manage every account that shows up on your 1040, so the conversion lands clean?
4. Do they plan explicitly for your spouse and your heirs — not just you?

Frequently asked

Why these four boxes?

The Roth Accelerator strategy demands four capabilities from whoever runs it: real tax authority, daily market attention with a plan to act on dips, full visibility into every account on your 1040, and explicit planning for your spouse and heirs. Miss any box and the plan leaks. Most advisors miss at least two.

One number is a clue. Your plan is the answer.

Create a free account and run your whole situation with the Roth Accelerator AI — every lever weighed together, and your answers saved so you can pick up anytime. Free, no credit card.

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Illustrative and educational only — not tax, legal, or investment advice. Figures are a 2026 snapshot and change.