Roth IRA conversion planner

Roth IRA Conversion Planner

Do not include commas when entering dollar ($) amounts.

(* Required Fields)

The current value of your IRA. *

The total amount of your nondeductible IRA contributions. *

(If all your contributions were deductible, enter "0.")

The annual rate of return that you expect to earn on your investments before retirement. *

(An estimated return over 8% may not be a reasonable assumption.1)

The annual rate of return that you expect to earn on your investments during retirement. *

(An estimated return over 8% may not be a reasonable assumption.1)

The number of years you have to save until your retirement. *

The number of years you plan on taking distributions from your IRA after retirement. *

Your federal income tax rate prior to retirement. *

Your anticipated federal income tax rate during retirement. *