Roth IRA Conversion Tool The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA. Use this calculator to help you determine how a Roth IRA transfer could impact your retirement savings. |
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Definitions Amount to transfer: Amount to transfer from a Traditional IRA account to a ROTH IRA. Non-deductible contributions: Amount contributed to the Traditional IRA that was not tax deductible. Current tax rate: Current marginal income tax rate. Tax tate at retirement: Expected marginal income tax rate at retirement. Investment tax rate: Expected marginal tax rate (base this on expected capital gains rate) for investments. Current age: Current age. Age at retirement: Desired age at retirement. Rate of return: Expected rate of return on your investments. The information presented is of a general nature only and may omit details related to your particular circumstances, and accordingly cannot be regarded as legal or tax advice. Please contact the office to discuss how this information pertains to your specific financial or tax situation. |
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