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Which will provide the most retirement income?

How will changes in my tax rate affect the decision?

What option is best for estate planning?

How do return rates affect my retirement income?

When should I begin saving?

How will a large withdrawal affect the decision?

Should I convert my IRA into a Roth IRA?

What IRA am I eligible for?

  
 
 
How do return rates affect my retirement income?
Your annual contributions
Amount to contribute $  
Option 1*: The above figure is the amount contributed before taxes. The actual amount saved after taxes may be less.
Option 2*: The above figure is the net amount saved, after taxes.
Option 3*: The above figure is the amount contributed. No taxes are calculated at the time of contribution.
Your plans and assumptions
Federal + state tax rate - before retirement   %
Federal + state tax rate - after retirement   %
Your current age    
Age to begin withdrawing    
Age at death    
Funds you wish to leave at death $  
Estimated rate of return on IRA investments   %
Estimated return on other investments   %



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