CAUTION: Do NOT rely on the results from this calculator to make financial decisions. Interest rates vary and the tax laws change regularly. Please contact us for assistance with your specific concerns.

This calculator is designed to assist you in determining the benefits, if any, of rolling your traditional IRA funds into a Roth IRA.

As with any tax planning, there are several variables unique to your financial world. Please contact us for assistance with your tax and financial planning.

Current IRA Balance
Current Age
Annual Contributions (before-tax)
$5,000 maximum under age 50 ($10,000 for couples)
$6,000 maxiumum age 50 and over ($12,000 for couples)
Note: If you enter a value larger than the maximum allowed contribution, results will be invalid.
Desired Starting Withdrawal Age
Estimated Investment Return (before retirement)
%
Estimated Investment Return (during retirement)
%
Estimated Inflation
%
Required After-Tax Annual Retirement Income in Today's Dollars
(amount above Social Security benefits)
Current Marginal Tax Rate
%
Est. Retirement Tax Rate
%

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