Strategic Points Group: IRA to Roth Conversion Calculator

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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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Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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