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Roth Conversion
Feeling pressure to convert your IRA (or 401k) to the Roth version? Use this calculator to see if it makes sense for you.
Annual Interest Rate Earned:
Current Balance:
Years until you retire:
The funds you take out of your current IRA would be taxed at regular rates. Would you pay this tax using the funds you withdraw or other funds:
From current IRA funds I withdraw
From other Sources
At conversion would you be under 59 1/2 years old:
Yes, younger
No, older
Your current combined tax bracket (Federal and State):
Your expected retirement tax bracket (Federal and State):
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