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Maintenance log

Release Notes

Public record of small, localized updates. Each entry lists the changed area and a simple rollback path.

1.0.67

Roth conversion QCD guide

2026-05-04 · minor

Added an educational QCD guide covering qualified charitable distribution basics, RMD coordination, why QCDs are not Roth conversions, taxable income assumption review, Form 1099-R and charity acknowledgment records, tax software classification, and calculator boundaries.

Affected area: Retiree charitable distribution education, RMD coordination, calculator input quality, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-qcd-guide in the feature registry and remove the QCD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.66

Roth conversion recharacterization guide

2026-05-04 · minor

Added an educational recharacterization guide covering the post-2017 Roth conversion recharacterization limit, the difference between conversion and contribution recharacterization, backdoor Roth transaction mapping, Form 8606 and basis records, custodian error review, tax form reconciliation, and calculator boundaries.

Affected area: Transaction correction education, pre-submission review quality, basis and backdoor Roth recordkeeping, calculator boundary language, and long-tail SEO

Rollback path: Disable roth-conversion-recharacterization-guide in the feature registry and remove the recharacterization guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.65

Roth conversion estimated tax guide

2026-05-04 · minor

Added an educational estimated tax guide covering Form 1040-ES payment review, Roth conversion income payment needs, IRA withholding versus estimated payments, state estimated tax questions, Form 2210 underpayment review, annualized income considerations, and calculator limits.

Affected area: Tax payment education, withholding and estimated payment review, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-estimated-tax-guide in the feature registry and remove the estimated tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.64

Roth conversion capital gains guide

2026-05-04 · minor

Added an educational capital gains guide covering long-term capital gains, qualified dividends, ordinary-income stacking from Roth conversion income, Qualified Dividends and Capital Gain Tax Worksheet review, Schedule D records, portfolio events, NIIT overlap, and calculator limits.

Affected area: Investment-income education, taxable income assumption quality, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-capital-gains-guide in the feature registry and remove the capital gains guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.63

Roth conversion NIIT guide

2026-05-03 · minor

Added an educational NIIT guide covering net investment income tax basics, the distinction between Roth conversion income and net investment income, MAGI threshold review, investment income classification, Form 8960 review, and calculator limits.

Affected area: Investment-income tax education, MAGI assumption quality, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-niit-guide in the feature registry and remove the NIIT guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.62

Roth conversion ACA premium tax credit guide

2026-05-03 · minor

Added an educational ACA premium tax credit guide covering Marketplace income estimates, Roth conversion income effects, advance premium tax credit reconciliation, Form 1095-A and Form 8962 records, household and coverage details, and calculator limits.

Affected area: Marketplace coverage education, subsidy-sensitive income review, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-aca-premium-tax-credit-guide in the feature registry and remove the ACA premium tax credit guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.61

Roth conversion IRMAA guide

2026-05-03 · minor

Added an educational IRMAA guide covering Medicare income-related monthly adjustment amount basics, Roth conversion income and MAGI review, lookback-year timing, life-changing event review, Part B and Part D premium context, retiree cash-flow boundaries, and calculator limits.

Affected area: Medicare premium education, retiree income review, calculator boundary language, professional review preparation, and long-tail SEO

Rollback path: Disable roth-conversion-irmaa-guide in the feature registry and remove the IRMAA guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.60

Roth conversion Social Security tax guide

2026-05-03 · minor

Added an educational Social Security tax guide covering taxable benefit basics, Roth conversion income interactions, IRS Publication 915 worksheet review, retiree scenario review, RMD and IRMAA context, and calculator boundaries for users whose taxable income assumptions may need benefit-tax review.

Affected area: Retiree education, taxable income assumption quality, calculator boundary language, professional review preparation, and long-tail SEO

Rollback path: Disable roth-conversion-social-security-tax-guide in the feature registry and remove the Social Security tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.59

Roth conversion RMD guide

2026-05-03 · minor

Added an educational RMD guide covering required minimum distribution basics, conversion sequencing, the distinction between RMD amounts and eligible conversion amounts, Roth IRA owner lifetime RMD treatment, inherited account review, taxable income assumption updates, and calculator boundaries.

Affected area: RMD education, conversion sequence review, taxable income assumption quality, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-rmd-guide in the feature registry and remove the RMD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.58

Roth conversion 5-year rules guide

2026-05-03 · minor

Added an educational Roth conversion 5-year rules guide covering qualified distribution clocks, separate conversion-specific 5-year periods, Roth IRA ordering rules, age 59 1/2 and exception review, records to save, and calculator boundaries for later withdrawal treatment.

Affected area: Roth IRA rule education, withdrawal-treatment boundary language, professional review preparation, recordkeeping guidance, and long-tail SEO

Rollback path: Disable roth-conversion-five-year-rules-guide in the feature registry and remove the 5-year rules route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.57

Roth conversion CPA questions guide

2026-05-03 · minor

Added an educational CPA questions guide covering taxable income verification, after-tax basis and Form 8606 records, IRA aggregation, withholding and estimated tax payment review, state tax assumptions, IRMAA/ACA/NIIT/RMD interaction questions, filing records, and post-filing comparison.

Affected area: Professional review preparation, compliance boundary reinforcement, calculator assumption quality, tax record handoff, and long-tail SEO

Rollback path: Disable roth-conversion-cpa-questions-guide in the feature registry and remove the CPA questions route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.56

Roth conversion custodian process guide

2026-05-03 · minor

Added an educational custodian process guide covering account eligibility notes, conversion request submission records, outside-funds versus withholding assumptions, confirmation review, 1099-R/5498/8606 reconciliation, CPA handoff packets, and post-process calculator updates.

Affected area: Operational user education, custodian processing records, tax form reconciliation, privacy-safe workflow guidance, and long-tail SEO

Rollback path: Disable roth-conversion-custodian-process-guide in the feature registry and remove the custodian process guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.55

Roth conversion timeline guide

2026-05-03 · minor

Added an educational Roth conversion timeline guide covering pre-year-end taxable income estimates, custodian processing deadlines, conversion confirmations, estimated tax payment review, 1099-R/5498/8606 reconciliation, CPA review packages, and post-filing comparison.

Affected area: User planning sequence, year-end deadline education, tax form reconciliation, CPA handoff, and long-tail SEO

Rollback path: Disable roth-conversion-timeline-guide in the feature registry and remove the timeline guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.54

Roth conversion tax forms guide

2026-05-03 · minor

Added an educational tax forms guide covering Form 1099-R, Form 5498, Form 8606, prior-year tax returns, nondeductible IRA contribution records, IRA statements, withholding confirmations, calculator PDFs, CPA question lists, and decision records.

Affected area: Tax-record education, basis review, CPA handoff preparation, long-tail SEO, and calculator assumption validation

Rollback path: Disable roth-conversion-tax-forms-guide in the feature registry and remove the tax forms guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.53

Roth conversion mistakes guide

2026-05-03 · minor

Added an educational guide to common Roth conversion modeling mistakes covering gross income vs taxable income, filing status, state tax assumptions, after-tax basis, IRA balance aggregation, IRMAA/ACA/NIIT/RMD limits, IRA withholding, penalty assumptions, single-scenario decisions, and treating calculator output as advice.

Affected area: User education, SEO mistake-intent coverage, calculator input quality, compliance boundaries, and CPA review routing

Rollback path: Disable roth-conversion-mistakes-guide in the feature registry and remove the mistakes guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.52

Calculator assumptions guide

2026-05-03 · minor

Added a plain-English assumptions guide covering filing status, taxable income, state rate, conversion amount, traditional IRA balance, after-tax basis, age, tax payment method, withholding, expected return, retirement age, retirement tax rate, and inflation assumptions.

Affected area: Calculator onboarding, input comprehension, SEO educational intent, professional review notes, and user completion quality

Rollback path: Disable calculator-assumptions-guide in the feature registry and remove the assumptions guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.51

Roth conversion planning checklist

2026-05-03 · minor

Added a pre-calculator Roth conversion planning checklist covering filing status, taxable income, age, state tax assumptions, IRA balance, after-tax basis, conversion amount, tax payment method, return assumptions, model limits, saved scenarios, and professional review planning.

Affected area: User onboarding, calculator input preparation, SEO checklist intent, professional review flow, and compliance framing

Rollback path: Disable roth-conversion-planning-checklist in the feature registry and remove the planning checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.50

Privacy data flow playbook

2026-05-03 · minor

Added a privacy and data-flow audit playbook covering local calculator execution, browser storage, share-link hashes, PDF exports, copy summaries, privacy-safe GA4 events, health endpoint payloads, AI request boundaries, sensitive-data blocking, and fallback privacy.

Affected area: Privacy architecture, browser-local calculation, analytics data minimization, AI API boundaries, and compliance evidence

Rollback path: Disable privacy-data-flow-playbook in the feature registry and remove the privacy-data-flow route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.49

Feedback roadmap playbook

2026-05-03 · minor

Added a small-version feedback roadmap playbook covering feedback capture, workflow tagging, compliance-risk classification, priority scoring, small-version boundaries, acceptance tests, feature registry rollout, release notes, and follow-up monitoring.

Affected area: User feedback operations, small-version planning, compliance triage, feature registry releases, and roadmap governance

Rollback path: Disable feedback-roadmap-playbook in the feature registry and remove the feedback-roadmap route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.48

CPA review checklist

2026-05-03 · minor

Added a professional review handoff checklist for calculator users covering result summaries, scenario assumptions, IRA basis records, tax documents, state assumptions, IRMAA/ACA/model-limit questions, written advisor recommendations, and post-filing recordkeeping.

Affected area: User handoff workflow, compliance boundary reinforcement, CPA/advisor review preparation, and calculator result usability

Rollback path: Disable cpa-review-checklist in the feature registry and remove the cpa-review-checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.47

Content operations playbook

2026-05-03 · minor

Added an editorial operations playbook covering GSC query research, keyword-intent mapping, educational drafting, calculator internal links, compliance copy review, disclaimer checks, sitemap coverage, release notes, and refresh/pruning workflows.

Affected area: SEO content operations, editorial governance, compliance review, internal linking, and content refresh process

Rollback path: Disable content-operations-playbook in the feature registry and remove the content-operations route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.46

AI compliance audit playbook

2026-05-03 · minor

Added an AI compliance audit playbook covering no-advice prompt boundaries, personalized decision refusals, required disclaimer enforcement, sensitive data blocking, model upgrade regression prompts, static fallback responses, feature shutdown, and unsafe-output incident evidence.

Affected area: AI assistant compliance governance, model upgrade review, sensitive-data protection, fallback operations, and audit trails

Rollback path: Disable ai-compliance-audit-playbook in the feature registry and remove the ai-compliance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.45

Tax data update playbook

2026-05-03 · minor

Added an annual IRS tax-data update playbook covering source review, federal bracket table updates, tax-year freshness messaging, AI knowledge boundaries, calculation regression tests, CPA review evidence, release notes, sitemap submission, and rollback preparation.

Affected area: Annual tax-data governance, calculator accuracy review, compliance review, SEO freshness, and release rollback

Rollback path: Disable tax-data-update-playbook in the feature registry and remove the tax-data-update route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.44

Accessibility audit playbook

2026-05-03 · minor

Added a WCAG-focused accessibility audit playbook covering keyboard navigation, visible focus states, screen reader labels, heading hierarchy, chart alternatives, light and dark contrast, reduced motion, mobile input labels, touch targets, and disclaimer readability.

Affected area: Accessibility QA, Apple-style VoiceOver readiness, mobile form usability, and WCAG 2.1 AA review

Rollback path: Disable accessibility-audit-playbook in the feature registry and remove the accessibility-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.43

Performance audit playbook

2026-05-03 · minor

Added a Core Web Vitals and Lighthouse audit playbook covering homepage LCP, calculator interaction responsiveness, CLS, SEO landing pages, mobile input ergonomics, navigation wrapping, bundle-size comparison, and static route generation.

Affected area: Performance operations, Core Web Vitals review, Lighthouse checks, mobile usability, and release regression gates

Rollback path: Disable performance-audit-playbook in the feature registry and remove the performance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.42

SEO monitoring playbook

2026-05-03 · minor

Added a post-launch SEO monitoring playbook covering Google Search Console coverage, query impressions and CTR, GA4 privacy-safe events, Core Web Vitals, sitemap coverage, content refresh cadence, and incident rollback review.

Affected area: Post-launch SEO operations, Google monitoring, content cadence, and rollback governance

Rollback path: Disable seo-monitoring-playbook in the feature registry and remove the seo-monitoring route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.41

Production launch guide

2026-05-03 · minor

Added a production launch guide covering domain connection, Vercel environment variables, Google Search Console, GA4, sitemap submission, launch verification, health checks, and rollback evidence.

Affected area: Production deployment, Google launch workflow, operational handoff, and crawl readiness

Rollback path: Disable production-launch-guide in the feature registry and remove the production-launch route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.40

Site index

2026-05-03 · minor

Added a crawlable human-readable site index covering calculator entry points, education pages, reference pages, compliance pages, operations resources, and machine-readable feeds.

Affected area: Internal linking, launch review, AI discovery, and Google crawl coverage

Rollback path: Disable site-index in the feature registry and remove the site-index route, sitemap entry, homepage link, and llms.txt link.

1.0.39

Launch readiness checklist

2026-05-03 · minor

Added a production handoff checklist covering domain setup, Google Search Console, analytics, SEO discovery, compliance review, testing evidence, health checks, and rollback readiness.

Affected area: Launch operations, production handoff, and post-development delivery tracking

Rollback path: Disable launch-readiness-checklist in the feature registry and remove the launch-readiness route, sitemap entry, and homepage link.

1.0.38

Tax interaction SEO pages

2026-05-03 · minor

Added a tax interaction hub and four crawlable pages explaining IRMAA, ACA premium tax credits, NIIT, and RMD limits that the calculator does not model.

Affected area: Calculator model limits, compliance transparency, and long-tail SEO

Rollback path: Disable tax-interaction-pages in the feature registry and remove tax-interactions routes, sitemap entries, and homepage links.

1.0.37

Multi-year planning SEO pages

2026-05-03 · minor

Added a multi-year planning hub and four crawlable educational pages for lump-sum, 2-year, 3-year, and 5-year Roth conversion schedule examples.

Affected area: Multi-year conversion education, long-tail SEO, and calculator onboarding paths

Rollback path: Disable multi-year-planning-pages in the feature registry and remove multi-year planning routes, sitemap entries, and homepage links.

1.0.36

Social preview image

2026-05-03 · minor

Added a local SVG social preview image and wired OpenGraph/Twitter metadata to use a large branded card when links are shared.

Affected area: Social sharing metadata, OpenGraph previews, and brand consistency

Rollback path: Disable social-preview-image in the feature registry and remove social image metadata plus the local SVG asset.

1.0.35

LLM text index

2026-05-03 · minor

Added a machine-readable llms.txt index that summarizes the calculator, compliance pages, content hubs, and recent guides for AI search and answer engines.

Affected area: AI discoverability, content indexing, and machine-readable site navigation

Rollback path: Disable llms-text-index in the feature registry and remove the llms.txt route plus robots metadata entry.

1.0.34

Basis planning SEO pages

2026-05-03 · minor

Added a basis hub and three crawlable pages for after-tax basis, the pro-rata rule, and Form 8606 concepts with calculator prefill links.

Affected area: Basis education, pro-rata modeling, long-tail SEO, and calculator onboarding paths

Rollback path: Disable basis-planning-pages in the feature registry and remove basis routes, sitemap entries, and homepage links.

1.0.33

Tax payment method SEO pages

2026-05-03 · minor

Added a tax payment method hub and three crawlable pages explaining outside-funds, IRA withholding, and not-sure calculator assumptions with prefilled calculator links.

Affected area: Penalty-assumption education, long-tail SEO, and calculator onboarding paths

Rollback path: Disable tax-payment-method-pages in the feature registry and remove tax-payment-method routes, sitemap entries, and homepage links.

1.0.32

Sitemap priority hints

2026-05-03 · minor

Added sitemap changeFrequency and priority hints so homepage, calculator hubs, keyword pages, and educational content expose clearer crawl importance signals.

Affected area: Sitemap generation and crawl discovery

Rollback path: Disable sitemap-priority-hints in the feature registry and remove priority/changeFrequency fields from sitemap entries.

1.0.31

Tax bracket rate SEO pages

2026-05-03 · minor

Added seven crawlable 2026 federal tax-bracket rate pages that show income ranges by filing status and link back to the Roth conversion calculator.

Affected area: Tax bracket SEO, internal links, and calculator discovery paths

Rollback path: Disable tax-bracket-rate-pages in the feature registry and remove rate routes, sitemap entries, and bracket-index links.

1.0.30

Social preview metadata

2026-05-03 · minor

Added root Twitter/X summary card metadata so shared links have a consistent title and description preview.

Affected area: Root SEO metadata and social sharing previews

Rollback path: Disable social-preview-metadata in the feature registry and remove twitter metadata from the root layout.

1.0.29

Core keyword landing pages

2026-05-03 · minor

Added a calculator landing hub and four root-level keyword pages for Roth IRA conversion, conversion tax, break-even, and 2026 search intents.

Affected area: High-intent SEO entry points and calculator discovery paths

Rollback path: Disable keyword-landing-pages in the feature registry and remove calculator keyword routes, sitemap entries, and homepage links.

1.0.28

PWA install icons

2026-05-02 · minor

Added local SVG app icons and manifest icon entries so the calculator has a stable branded icon when installed or saved to a device home screen.

Affected area: PWA manifest, Apple home-screen readiness, and install experience

Rollback path: Disable pwa-install-icons in the feature registry and remove manifest icon entries plus the local SVG assets.

1.0.27

Homepage HowTo structured data

2026-05-02 · minor

Added homepage HowTo and Organization JSON-LD so search engines can better understand calculator usage steps and the publishing entity.

Affected area: Homepage structured data and technical SEO

Rollback path: Disable homepage-howto-structured-data in the feature registry or remove the HowTo and Organization JSON-LD scripts from the homepage.

1.0.26

Example scenario SEO pages

2026-05-02 · minor

Added a crawlable examples hub and three prefilled calculator scenario pages for young professional, near-retirement, and estate-planning educational examples.

Affected area: Scenario presets, long-tail SEO, and calculator onboarding paths

Rollback path: Disable example-scenario-seo-pages in the feature registry and remove examples routes, sitemap entries, and homepage links.

1.0.25

Age scenario SEO pages

2026-05-02 · minor

Added a crawlable age-scenario hub and four age-specific Roth conversion calculator pages with calculator prefill links for under 59 1/2, after 59 1/2, near-retirement, and retired scenarios.

Affected area: Long-tail SEO, age-based calculator entry paths, and educational penalty context

Rollback path: Disable age-scenario-seo-pages in the feature registry and remove age-scenarios routes, sitemap entries, and homepage links.

1.0.24

Filing status SEO hub

2026-05-02 · minor

Added a crawlable filing status hub page that links to all four Roth conversion filing-status calculators and exposed it from sitemap and homepage navigation.

Affected area: Filing status SEO architecture and homepage internal links

Rollback path: Disable filing-status-hub in the feature registry and remove the /filing-status route, sitemap entry, and homepage links.

1.0.23

Filing status SEO pages

2026-05-02 · minor

Added four crawlable Roth conversion calculator pages for Single, Married Filing Jointly, Married Filing Separately, and Head of Household scenarios with calculator prefill links.

Affected area: Long-tail SEO and calculator entry paths

Rollback path: Disable filing-status-seo-pages in the feature registry and remove filing-status routes, content, and sitemap entries.

1.0.22

2026 federal tax brackets page

2026-05-02 · minor

Added a crawlable 2026 federal tax brackets reference page with tables for all filing statuses and calculator CTAs.

Affected area: Tax data transparency and long-tail SEO

Rollback path: Disable federal-tax-brackets-page in the feature registry and remove the route, sitemap entry, and homepage links.

1.0.21

Operational health check endpoint

2026-05-02 · minor

Added /api/health with public operational status, tax-year metadata, content counts, and feature counts for uptime monitoring.

Affected area: Production monitoring and operations

Rollback path: Disable health-check-endpoint in the feature registry and remove the api/health route and payload builder.

1.0.20

Roth conversion glossary hub

2026-05-02 · minor

Added a glossary index, 16 educational term pages, DefinedTermSet structured data, related-term links, calculator CTAs, and sitemap coverage.

Affected area: Educational content SEO and user onboarding

Rollback path: Disable glossary-hub in the feature registry and remove glossary routes, sitemap entries, and homepage glossary links.

1.0.19

Homepage lazy loading

2026-05-02 · minor

Moved non-critical homepage modules such as the projection chart, PDF report button, AI explainer, and analysis tables behind dynamic imports to reduce initial bundle pressure.

Affected area: Homepage performance and Core Web Vitals readiness

Rollback path: Disable homepage-lazy-loading in the feature registry and restore the previous static homepage imports.

1.0.18

Blog RSS feed

2026-05-02 · minor

Added a static feed.xml route for blog content distribution and exposed the feed from robots metadata alongside the sitemap.

Affected area: Content distribution and crawl discovery

Rollback path: Disable rss-feed in the feature registry and remove the feed.xml route and robots feed entry.

1.0.17

Google Search Console verification

2026-05-02 · minor

Added validated Google site-verification metadata support through NEXT_PUBLIC_GOOGLE_SITE_VERIFICATION for production domain verification.

Affected area: Root metadata and launch SEO configuration

Rollback path: Disable search-console-verification in the feature registry and remove metadata.verification from the root layout.

1.0.16

Blog internal linking system

2026-05-02 · minor

Added blog topic groups, related guide links, and calculator CTAs to strengthen crawl paths and user movement from content to the calculator.

Affected area: Blog hub, blog article pages, internal SEO links

Rollback path: Disable blog-internal-linking in the feature registry and remove topic groups, related guide links, and calculator CTAs.

1.0.15

Privacy-safe analytics

2026-05-02 · minor

Added optional GA4 loading and calculator-result event tracking that uses financial ranges instead of exact user-entered amounts.

Affected area: Analytics foundation and homepage calculator telemetry

Rollback path: Disable privacy-safe-analytics in the feature registry and remove the GA scripts and calculator analytics beacon.

1.0.14

Production readiness checks

2026-05-02 · minor

Added global browser security headers and Playwright operational-readiness coverage for calculator workflows, mobile usability, AI fallback behavior, and SEO pages.

Affected area: Production deployment configuration and E2E test suite

Rollback path: Disable production-readiness in the feature registry, remove the global headers, and remove the operational-readiness Playwright spec.

1.0.13

SEO structured content matrix

2026-05-02 · minor

Added Article and Breadcrumb structured data for content pages and expanded the Roth conversion guide library to 12 long-tail educational pages.

Affected area: Blog SEO, state page SEO, sitemap content depth

Rollback path: Disable seo-structured-content in the feature registry, remove the JSON-LD scripts, and revert the added blog entries.

1.0.12

AI compliance gateway

2026-05-02 · minor

Added centralized AI request validation, sensitive-data prompt blocking, unsafe-output fallback, API rate limiting, and frontend failure recovery.

Affected area: AI explainer API and user interface

Rollback path: Disable the ai-compliance-gateway registry item and route AI requests through the previous guardrails-only flow.

1.0.11

Multi-year conversion schedule

2026-05-02 · minor

Added an educational equal-split schedule table comparing lump-sum, 2-year, 3-year, and 5-year Roth conversion tax-cost timing.

Affected area: Homepage results analysis

Rollback path: Disable multi-year-schedule in the feature registry or remove MultiYearScheduleTable from the homepage.

1.0.10

Federal bracket capacity table

2026-05-02 · minor

Added an educational table showing remaining taxable income room and gross conversion capacity for each 2026 federal bracket.

Affected area: Homepage results analysis

Rollback path: Disable bracket-capacity in the feature registry or remove FederalBracketCapacityTable from the homepage.

1.0.9

Conversion sensitivity table

2026-05-01 · minor

Added an educational table comparing nearby conversion amounts, upfront cost, break-even estimate, after-tax difference, and federal bracket impact.

Affected area: Homepage results analysis

Rollback path: Disable conversion-sensitivity in the feature registry or remove ConversionSensitivityTable from the homepage.

1.0.8

Tax data freshness card

2026-05-01 · minor

Added visible tax-year, source-scope, and update-window messaging on the homepage and methodology page.

Affected area: SEO trust content and methodology disclosure

Rollback path: Remove the TaxDataFreshnessCard mount points and keep the core calculator unchanged.

1.0.7

State-rate calculator prefill links

2026-05-01 · minor

State SEO pages can now send visitors back to the calculator with the example state tax rate prefilled.

Affected area: State landing pages and calculator hash restore flow

Rollback path: Change the state CTA href back to /#calculator.

1.0.6

FAQPage structured data

2026-05-01 · minor

Homepage FAQ content now powers matching FAQPage JSON-LD for search engine understanding.

Affected area: Homepage SEO metadata

Rollback path: Remove the faqJsonLd script from the homepage.

1.0.5

Copy summary

2026-05-01 · minor

Users can copy an educational result summary with the required disclaimer for CPA review.

Affected area: Results action toolbar

Rollback path: Remove CopyResultButton from the results actions.

Feature registry

Modular Rollback Map

Core calculator code is locked. Small-version features are tracked separately so they can be disabled or rolled back without changing the calculation engine.

Core Roth conversion calculator

core-calculator · src/core/calculator

v1.0.0 · locked

Rollback: Core changes require reviewed release rollback, not feature-level shutdown.

AI Roth Conversion Explainer

ai-explainer · src/features/ai-assistant

v1.0.1 · 100% rollout

Rollback: Remove AiExplainer from the homepage and keep the calculator available.

Saved scenarios

scenario-history · src/features/scenario-history

v1.0.2 · 100% rollout

Rollback: Remove ScenarioHistoryPanel from the results card.

State tax shortcuts

state-tax-shortcuts · src/features/calculator-input

v1.0.3 · 100% rollout

Rollback: Hide the state shortcut selector and keep manual state tax input.

Light and dark mode toggle

theme-toggle · src/features/theme-toggle

v1.0.4 · 100% rollout

Rollback: Remove ThemeToggle from the top navigation.

Copy summary

copy-summary · src/features/result-copy

v1.0.5 · 100% rollout

Rollback: Remove CopyResultButton from the results actions.

FAQPage structured data

faq-schema · src/features/faq

v1.0.6 · 100% rollout

Rollback: Remove faqJsonLd from the homepage scripts.

State-rate calculator prefill links

state-prefill-links · src/app/states/[state]

v1.0.7 · 100% rollout

Rollback: Change state CTA href back to /#calculator.

Tax data freshness card

tax-data-freshness · src/features/tax-data-freshness

v1.0.8 · 100% rollout

Rollback: Remove TaxDataFreshnessCard mount points.

Conversion sensitivity table

conversion-sensitivity · src/features/conversion-sensitivity

v1.0.9 · 100% rollout

Rollback: Remove ConversionSensitivityTable from the homepage results area.

Federal bracket capacity table

bracket-capacity · src/features/bracket-capacity

v1.0.10 · 100% rollout

Rollback: Remove FederalBracketCapacityTable from the homepage results area.

Multi-year conversion schedule

multi-year-schedule · src/features/multi-year-schedule

v1.0.11 · 100% rollout

Rollback: Remove MultiYearScheduleTable from the homepage results area.

AI compliance gateway and rate limit

ai-compliance-gateway · src/core/compliance and src/core/ai

v1.0.12 · 100% rollout

Rollback: Route AI requests back through the previous ai-guardrails-only flow and disable the rate-limit wrapper.

Article, breadcrumb, and long-tail content matrix

seo-structured-content · src/core/seo, src/content/blog, src/app/blog, src/app/states

v1.0.13 · 100% rollout

Rollback: Remove Article/Breadcrumb JSON-LD scripts and revert blog content additions.

Production security headers and E2E readiness checks

production-readiness · next.config.ts and tests/e2e

v1.0.14 · 100% rollout

Rollback: Remove the global security headers and operational readiness Playwright spec.

Privacy-safe GA4 analytics

privacy-safe-analytics · src/core/analytics and src/features/analytics

v1.0.15 · 100% rollout

Rollback: Remove GoogleAnalytics from the root layout and CalculatorAnalyticsBeacon from the homepage.

Blog topic hub and related guide links

blog-internal-linking · src/content/blog and src/app/blog

v1.0.16 · 100% rollout

Rollback: Remove topic groups, related guide rendering, and calculator CTA from blog pages.

Google Search Console verification metadata

search-console-verification · src/core/seo/search-console and src/app/layout.tsx

v1.0.17 · 100% rollout

Rollback: Remove metadata.verification from the root layout and unset NEXT_PUBLIC_GOOGLE_SITE_VERIFICATION.

Blog RSS feed

rss-feed · src/core/seo/rss and src/app/feed.xml

v1.0.18 · 100% rollout

Rollback: Remove the feed.xml route and feed.xml entry from robots metadata.

Homepage lazy loading for non-critical modules

homepage-lazy-loading · src/app/page.tsx

v1.0.19 · 100% rollout

Rollback: Replace dynamic imports with the previous static imports in the homepage.

Roth conversion glossary hub

glossary-hub · src/content/glossary and src/app/glossary

v1.0.20 · 100% rollout

Rollback: Remove glossary routes, glossary sitemap entries, and homepage glossary links.

Operational health check endpoint

health-check-endpoint · src/core/ops and src/app/api/health

v1.0.21 · 100% rollout

Rollback: Remove the api/health route and health payload builder.

2026 federal tax brackets reference page

federal-tax-brackets-page · src/app/tax-brackets/2026 and src/core/tax-data

v1.0.22 · 100% rollout

Rollback: Remove the tax-brackets/2026 route, sitemap entry, and homepage navigation links.

Filing status Roth conversion SEO pages

filing-status-seo-pages · src/content/filing-status-pages and src/app/filing-status

v1.0.23 · 100% rollout

Rollback: Remove filing-status routes, content model, and sitemap entries.

Filing status SEO hub

filing-status-hub · src/app/filing-status and src/app/page.tsx

v1.0.24 · 100% rollout

Rollback: Remove the /filing-status hub route, sitemap entry, and homepage links while keeping detail pages available.

Age scenario Roth conversion SEO pages

age-scenario-seo-pages · src/content/age-scenario-pages and src/app/age-scenarios

v1.0.25 · 100% rollout

Rollback: Remove age-scenarios routes, sitemap entries, homepage links, and the age scenario content model.

Example scenario SEO pages

example-scenario-seo-pages · src/content/example-scenario-pages and src/app/examples

v1.0.26 · 100% rollout

Rollback: Remove examples routes, sitemap entries, homepage links, and the example scenario content model.

Homepage HowTo and Organization structured data

homepage-howto-structured-data · src/core/seo/json-ld and src/app/page.tsx

v1.0.27 · 100% rollout

Rollback: Disable homepage-howto-structured-data in the feature registry or remove the HowTo and Organization JSON-LD scripts from the homepage.

PWA install icons

pwa-install-icons · src/app/manifest.ts and src/app/icon.svg

v1.0.28 · 100% rollout

Rollback: Disable pwa-install-icons in the feature registry and remove manifest icon entries and generated SVG icon assets.

Core keyword landing pages

keyword-landing-pages · src/content/keyword-landing-pages and src/app/(keyword-pages)

v1.0.29 · 100% rollout

Rollback: Disable keyword-landing-pages in the feature registry and remove calculator keyword routes, sitemap entries, and homepage links.

Social preview metadata

social-preview-metadata · src/app/layout.tsx

v1.0.30 · 100% rollout

Rollback: Disable social-preview-metadata in the feature registry and remove twitter metadata from the root layout.

Tax bracket rate SEO pages

tax-bracket-rate-pages · src/content/tax-bracket-rate-pages and src/app/tax-brackets/2026/[rate]

v1.0.31 · 100% rollout

Rollback: Disable tax-bracket-rate-pages in the feature registry and remove rate routes, sitemap entries, and bracket-index links.

Sitemap priority hints

sitemap-priority-hints · src/app/sitemap.ts

v1.0.32 · 100% rollout

Rollback: Disable sitemap-priority-hints in the feature registry and remove priority/changeFrequency fields from sitemap entries.

Tax payment method SEO pages

tax-payment-method-pages · src/content/tax-payment-method-pages and src/app/tax-payment-methods

v1.0.33 · 100% rollout

Rollback: Disable tax-payment-method-pages in the feature registry and remove tax-payment-method routes, sitemap entries, and homepage links.

Basis planning SEO pages

basis-planning-pages · src/content/basis-planning-pages and src/app/basis

v1.0.34 · 100% rollout

Rollback: Disable basis-planning-pages in the feature registry and remove basis routes, sitemap entries, and homepage links.

LLM text index

llms-text-index · src/core/seo/llms and src/app/llms.txt

v1.0.35 · 100% rollout

Rollback: Disable llms-text-index in the feature registry and remove the llms.txt route plus robots metadata entry.

Social preview image

social-preview-image · src/app/layout.tsx and src/app/social-preview.svg

v1.0.36 · 100% rollout

Rollback: Disable social-preview-image in the feature registry and remove social image metadata plus the local SVG asset.

Multi-year planning SEO pages

multi-year-planning-pages · src/content/multi-year-planning-pages and src/app/multi-year-planning

v1.0.37 · 100% rollout

Rollback: Disable multi-year-planning-pages in the feature registry and remove multi-year planning routes, sitemap entries, and homepage links.

Roth conversion QCD guide

roth-conversion-qcd-guide · src/content/qcd-guide and src/app/roth-conversion-qcd-guide

v1.0.67 · 100% rollout

Rollback: Disable roth-conversion-qcd-guide in the feature registry and remove the QCD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion recharacterization guide

roth-conversion-recharacterization-guide · src/content/recharacterization-guide and src/app/roth-conversion-recharacterization-guide

v1.0.66 · 100% rollout

Rollback: Disable roth-conversion-recharacterization-guide in the feature registry and remove the recharacterization guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion estimated tax guide

roth-conversion-estimated-tax-guide · src/content/estimated-tax-guide and src/app/roth-conversion-estimated-tax-guide

v1.0.65 · 100% rollout

Rollback: Disable roth-conversion-estimated-tax-guide in the feature registry and remove the estimated tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion capital gains guide

roth-conversion-capital-gains-guide · src/content/capital-gains-guide and src/app/roth-conversion-capital-gains-guide

v1.0.64 · 100% rollout

Rollback: Disable roth-conversion-capital-gains-guide in the feature registry and remove the capital gains guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion NIIT guide

roth-conversion-niit-guide · src/content/niit-guide and src/app/roth-conversion-niit-guide

v1.0.63 · 100% rollout

Rollback: Disable roth-conversion-niit-guide in the feature registry and remove the NIIT guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion ACA premium tax credit guide

roth-conversion-aca-premium-tax-credit-guide · src/content/aca-premium-tax-credit-guide and src/app/roth-conversion-aca-premium-tax-credit-guide

v1.0.62 · 100% rollout

Rollback: Disable roth-conversion-aca-premium-tax-credit-guide in the feature registry and remove the ACA premium tax credit guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion IRMAA guide

roth-conversion-irmaa-guide · src/content/irmaa-guide and src/app/roth-conversion-irmaa-guide

v1.0.61 · 100% rollout

Rollback: Disable roth-conversion-irmaa-guide in the feature registry and remove the IRMAA guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion Social Security tax guide

roth-conversion-social-security-tax-guide · src/content/social-security-tax-guide and src/app/roth-conversion-social-security-tax-guide

v1.0.60 · 100% rollout

Rollback: Disable roth-conversion-social-security-tax-guide in the feature registry and remove the Social Security tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion RMD guide

roth-conversion-rmd-guide · src/content/rmd-guide and src/app/roth-conversion-rmd-guide

v1.0.59 · 100% rollout

Rollback: Disable roth-conversion-rmd-guide in the feature registry and remove the RMD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion 5-year rules guide

roth-conversion-five-year-rules-guide · src/content/five-year-rules-guide and src/app/roth-conversion-5-year-rules

v1.0.58 · 100% rollout

Rollback: Disable roth-conversion-five-year-rules-guide in the feature registry and remove the 5-year rules route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion CPA questions guide

roth-conversion-cpa-questions-guide · src/content/cpa-questions-guide and src/app/roth-conversion-cpa-questions

v1.0.57 · 100% rollout

Rollback: Disable roth-conversion-cpa-questions-guide in the feature registry and remove the CPA questions route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion custodian process guide

roth-conversion-custodian-process-guide · src/content/custodian-process-guide and src/app/roth-conversion-custodian-process

v1.0.56 · 100% rollout

Rollback: Disable roth-conversion-custodian-process-guide in the feature registry and remove the custodian process guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion timeline guide

roth-conversion-timeline-guide · src/content/timeline-guide and src/app/roth-conversion-timeline

v1.0.55 · 100% rollout

Rollback: Disable roth-conversion-timeline-guide in the feature registry and remove the timeline guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion tax forms guide

roth-conversion-tax-forms-guide · src/content/tax-forms-guide and src/app/roth-conversion-tax-forms

v1.0.54 · 100% rollout

Rollback: Disable roth-conversion-tax-forms-guide in the feature registry and remove the tax forms guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion mistakes guide

roth-conversion-mistakes-guide · src/content/common-mistakes-guide and src/app/roth-conversion-mistakes

v1.0.53 · 100% rollout

Rollback: Disable roth-conversion-mistakes-guide in the feature registry and remove the mistakes guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Calculator assumptions guide

calculator-assumptions-guide · src/content/calculator-assumptions-guide and src/app/calculator-assumptions-guide

v1.0.52 · 100% rollout

Rollback: Disable calculator-assumptions-guide in the feature registry and remove the assumptions guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion planning checklist

roth-conversion-planning-checklist · src/content/planning-checklist and src/app/roth-conversion-planning-checklist

v1.0.51 · 100% rollout

Rollback: Disable roth-conversion-planning-checklist in the feature registry and remove the planning checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

Privacy data flow playbook

privacy-data-flow-playbook · src/content/privacy-data-flow and src/app/privacy-data-flow

v1.0.50 · 100% rollout

Rollback: Disable privacy-data-flow-playbook in the feature registry and remove the privacy-data-flow route, sitemap entry, homepage link, site-index link, and llms.txt link.

Feedback roadmap playbook

feedback-roadmap-playbook · src/content/feedback-roadmap and src/app/feedback-roadmap

v1.0.49 · 100% rollout

Rollback: Disable feedback-roadmap-playbook in the feature registry and remove the feedback-roadmap route, sitemap entry, homepage link, site-index link, and llms.txt link.

CPA review checklist

cpa-review-checklist · src/content/cpa-review-checklist and src/app/cpa-review-checklist

v1.0.48 · 100% rollout

Rollback: Disable cpa-review-checklist in the feature registry and remove the cpa-review-checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

Content operations playbook

content-operations-playbook · src/content/content-operations and src/app/content-operations

v1.0.47 · 100% rollout

Rollback: Disable content-operations-playbook in the feature registry and remove the content-operations route, sitemap entry, homepage link, site-index link, and llms.txt link.

AI compliance audit playbook

ai-compliance-audit-playbook · src/content/ai-compliance-audit and src/app/ai-compliance-audit

v1.0.46 · 100% rollout

Rollback: Disable ai-compliance-audit-playbook in the feature registry and remove the ai-compliance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

Tax data update playbook

tax-data-update-playbook · src/content/tax-data-update and src/app/tax-data-update

v1.0.45 · 100% rollout

Rollback: Disable tax-data-update-playbook in the feature registry and remove the tax-data-update route, sitemap entry, homepage link, site-index link, and llms.txt link.

Accessibility audit playbook

accessibility-audit-playbook · src/content/accessibility-audit and src/app/accessibility-audit

v1.0.44 · 100% rollout

Rollback: Disable accessibility-audit-playbook in the feature registry and remove the accessibility-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

Performance audit playbook

performance-audit-playbook · src/content/performance-audit and src/app/performance-audit

v1.0.43 · 100% rollout

Rollback: Disable performance-audit-playbook in the feature registry and remove the performance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

SEO monitoring playbook

seo-monitoring-playbook · src/content/seo-monitoring and src/app/seo-monitoring

v1.0.42 · 100% rollout

Rollback: Disable seo-monitoring-playbook in the feature registry and remove the seo-monitoring route, sitemap entry, homepage link, site-index link, and llms.txt link.

Production launch guide

production-launch-guide · src/content/production-launch and src/app/production-launch

v1.0.41 · 100% rollout

Rollback: Disable production-launch-guide in the feature registry and remove the production-launch route, sitemap entry, homepage link, site-index link, and llms.txt link.

Site index

site-index · src/content/site-index and src/app/site-index

v1.0.40 · 100% rollout

Rollback: Disable site-index in the feature registry and remove the site-index route, sitemap entry, homepage link, and llms.txt link.

Launch readiness checklist

launch-readiness-checklist · src/content/launch-readiness and src/app/launch-readiness

v1.0.39 · 100% rollout

Rollback: Disable launch-readiness-checklist in the feature registry and remove the launch-readiness route, sitemap entry, and homepage link.

Tax interaction SEO pages

tax-interaction-pages · src/content/tax-interaction-pages and src/app/tax-interactions

v1.0.38 · 100% rollout

Rollback: Disable tax-interaction-pages in the feature registry and remove tax-interactions routes, sitemap entries, and homepage links.