Should I convert my IRA into a Roth IRA?
Your current IRA
Amount in current IRA
Portion of IRA already taxed or tax-exempt
Your future contributions
Amount you contribute
The above figure is the amount contributed before taxes. The actual amount saved after taxes may be less.
The above figure is the net amount saved, after taxes.
The above figure is the amount contributed. No taxes are calculated at the time of contribution.
Your plans and assumptions
Rate of return in IRAs
Federal + state tax rate - before retirement
Federal + state tax rate - after retirement
Your current age
Age to begin withdrawing
Age at death
Funds you wish to leave at death
Return on other deposits
How to pay taxes due at conversion
Pay from IRA funds
Pay from outside source