Current Age
Retirement Age
Number of Years to Receive Income
Current IRA Balance
$
Non-Deductible Portion of IRA Balance
$
Before-tax Return (Accumulation Phase)
%
Before-Tax Return (Distribution Phase)
%
Income Tax Bracket (Accumulation Phase)
%
Income Tax Bracket (Distribution Phase)
%
Pay the Conversion Tax?
Pay taxes from non-IRA assets
Pay taxes from proceeds of Roth conversion
Previous
1 / 2
Next
Open an Account
Email Results
Calculate
Monthly Retirement Income Results
IRA Conversion Analysis