Break Analytics by Fin CW is a powerful IRA tax planning platform designed for financial advisors navigating complex retirement strategies. Our intuitive Roth conversion calculator helps model tax-efficient scenarios with real-world precision, while our SECURE Act- Compliant RMD tools simplify Inherited IRA distribution planning.

Built specifically for professionals, Break Analytics integrates IRS inflation adjustments, MAGI forecasting, and multi-year conversion strategies—empowering advisors to deliver smarter Roth IRA guidance and optimize retirement outcomes.

Used by RIAs, tax-focused planners, and retirement income specialists, Break Analytics is the go-to solution for advisors seeking clarity, flexibility, and confidence in their IRA planning.

Take the next step toward smarter IRA planning—demo Break Analytics today.

Financial Cloud Works LLC

Org chart

Teams

Offices