Roth IRA Conversion Calculator

This Roth IRA Conversion Calculator estimates the change in total net-worth at retirement, if you convert your traditional IRA into a Roth IRA. It also allows you to compare the impact of future Required Minimum Distributions between these accounts for both the owner and their future beneficiaries. A conversion has both advantages and disadvantages that should be carefully considered before you make a decision.

This Roth IRA Conversion Calculator is made available to you as a self-help tool for your independent use and is not intended to provide investment advice. We cannot and do not guarantee it’s 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.

Click here to access the calculator to help see if this option is right for you!