TOOLS

Roth Conversion Analyzer

See the long-term tax impact of converting a Traditional IRA or 401k to a Roth account and find the strategy that keeps more in your pocket.

Your Information

Traditional IRA / 401k Balance ($)

Annual Conversion Amount ($) 0 = no conversion

Current Marginal Tax Rate (%)

Expected Tax Rate in Retirement (%)

Years Until Retirement

Expected Annual Return (%)

Results

Enter your information to see a comparison of conversion vs. no conversion over your retirement horizon.

Conversions are modeled as tax being withheld from the converted amount; state income taxes are not included. Results are illustrative only. Tax laws change frequently — consult a qualified tax advisor before executing a Roth conversion strategy.

Roth Conversion Analyzer

Your Information

Results

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