Should I Rollover to a Roth IRA?

Evaluate the benefits of converting traditional retirement accounts to Roth.

Conversion Details

Traditional IRA Balance

Current Tax Rate

Expected Retirement Tax Rate

Years to Retirement

Expected Annual Return

Pay Tax From Outside Account?

Conversion Tax$48,000.00

Roth Value at Retirement$773,936.89

Traditional Value at Retirement$773,936.89

Traditional After-Tax$603,670.78

Net Benefit of Conversion$170,266.12

✓ Roth conversion may be beneficial