Financial Calculators

IRA to Roth Conversion Calculator

This calculator that will give you an idea of the consequences of converting a Traditional IRA to a Roth IRA.

Assumptions: Federal Adjusted Gross Income(AGI) before IRA conversion is assumed to be $100,000 or less, if married it assumed you are filing jointly, and contributions that have been made to any Traditional IRA were fully deductible.
Current taxable amount in Traditional IRA ($):
Number of years till you retire (#):
Expected annual rate of return on investments before retirement (%):
Your Federal tax rate (%):
Number of years of anticipated retirement (#):
Expected annual rate of return on investsments after retirement (%):
Your anticipated Federal tax rate during retirement (#):
Results Traditional IRA Roth IRA
Estimated account value at retirement:
Annual distribution:
Total value of distributions:
Taxes due at conversion: N/A
Lost investment opportunity: N/A
Post retirement tax: N/A
Total tax due:
Net after-tax value of account:
Greatest Net Value:

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