ROTH Conversion

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Tax Status:

Family Annual Income: $

# Dependents Under 6:

# Dependents age 6 thru 16:

# Dependents age 17:

# Dependents age 18 and up:

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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