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Now includes Social Security Present Value for a true picture. You might be pleasantly surprised!.

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): %