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Conversion of Existing IRA
Current IRA Balance: $
Source of Taxes Due on Conversion: *   Funds outside my IRA
Funds from my IRA
Future Contributions
Total Annual Contributions
(including non-sheltered contributions): **
$
IRA Contribution Limit: $
Your Investment and Taxes
Years until Retirement:  
# Years to Make Withdrawals:  
Investment Rate of Return:   %
Tax Bracket
    Pre-retirement:   %
    During retirement:   %
Results: Annual Withdrawals available during Retirement
Regular IRA: $
Roth IRA: $
 

 

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