Current IRA Balance:
$
Source of Taxes Due on Conversion: *
Funds outside my IRA
Funds from my IRA
Total Annual Contributions: **
(including non-sheltered contributions)
$
Contributions are in:
Pre-tax dollars
Post-tax dollars
IRA Contribution Limit:
$
Years until Retirement:
Years to make Withdrawals:
Investment Rate of Return:
%
Pre-Retirement Tax Bracket:
%
Tax Bracket During Retirement:
%
Results
Regular IRA:
$
Roth IRA:
$
*
Source of taxes due on conversion: if you select funds
outside
your IRA, an amount equal to the tax due is added to the non-sheltered account corresponding to the regular IRA.
**
Contributions can be higher than the IRA limit. The calculator will put as much as possible into each IRA, and put the excess into a non-sheltered account.
