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Roth IRA Conversion Calculator
Roth IRA Conversion Calculator
Use this calculator to compare Traditional & Roth IRAs.
Current Age
Age when Income Starts
Number of Years to Receive Income
Accumulation Rate of Return
%
Distribution Rate of Return
%
Income Tax Rate During Accumulation Phase
%
Income Tax Rate During Distribution Phase
%
Current IRA Balance
Non-Deductible Portion of IRA
How will you pay the conversion tax?
1) Pay taxes from non-IRA assets
2) Pay taxes from proceeds of Roth conversion
Option 1
Option 2
Conversion Phase
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Current IRA Balance (deductible)
Current IRA Balance (non-deductible)
Side Account
Roth Conversion Amount (before taxes)
Less Conversion Tax Liability
Adjusted Beginning Comparison Balance
Accumulation Phase
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Estimated IRA Balance (deductible)
Estimated IRA Balance (non-deductible)
Estimated Side Account
Estimated Roth IRA Balance
Estimated Value at Retirement (before taxes)
Distribution Phase
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Yearly Income (deductible)
Yearly Income (non-deductible)
Side Account Income
Roth IRA Income
Annual After-Tax Income
Monthly After-Tax Income
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