Should I convert my IRA into a Roth IRA?
Your current IRA
Amount in current IRA
$
Portion of IRA already
taxed or tax-exempt
$
Your future contributions
Amount you 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
Rate of return in IRAs
%
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
$
Return on
other investments
%
How to pay taxes due at conversion
Pay from IRA funds
Pay from outside source
