Retirement Planning Tool
Roth Conversion
This calculator provides a fast and easy way to demonstrate the potential benefits of a Roth conversion. Enter your current IRA or eligible retirement account information, designate your desired conversion amount, and adjust your tax, distribution, and return assumptions to see the potential benefits to you or your beneficiaries.
Enter the following information
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Fields marked with * are required.
1 Personal Information
2 Account Details
$
If yes, you may be subject to the Pro Rata Rule for traditional IRAs.
3 Conversion Purpose
4 Tax Information
Please enter a Tax Rate for the Conversion
%
$0
$
Paying this tax from an outside source allows you to invest more in a Roth than you'd otherwise be able to do.
If the entire tax due on the conversion will be paid from the converted Roth IRA, enter 0.
Conversion Summary
Conversion Amount
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Tax Rate
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Taxes Due
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Net Roth Investment
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