972.392.1143 |
972.934.1269 (Fax)
Financial Calculators

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: