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Roth IRA Conversion Planner

Use this calculator to estimate the potential impact of converting a traditional IRA to a Roth IRA based on your personal tax and return assumptions.

Include any basis already recorded in the account.

Important disclosure

This calculator is an educational tool that uses hypothetical assumptions and does not reflect the performance of any specific investment.

Results are estimates only and are not guaranteed. Actual tax outcomes and retirement distributions will vary based on your circumstances.

Franklin Templeton does not provide tax or legal advice. Consult your tax advisor and legal advisor before making a Roth IRA conversion decision.

Important Information

This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. Franklin Distributors, LLC. (FD, LLC) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Footnotes:

  1. Investments that offer higher rates of return also involve a higher degree of risk to principal. Also, please be aware that higher rates of return are generally not sustainable for long periods of time.

Franklin Distributors, LLC. Member FINRA/SIPC.

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