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Deciding whether to move funds from a Traditional IRA to a Roth account requires a look at tax trade-offs. This calculator provides a side-by-side comparison of the after-tax value of both account types over time. By weighing your current tax rate against your projected future rate, the tool offers a verdict on whether a conversion makes sense for your specific situation.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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