CalcTools.com  

 

Introduction

Online Calculators
  Roth IRA Conversions
  Minimum Distributions
  Pre-59½ Distributions
  Sample Calculators

DLL Products
  Minimum Distributions DLL
  Pre-59½ Distributions DLL
  Tax Tools DLL

Windows Programs

 

 

 

 

 

 

 

Online Roth IRA Conversion Calculator

Online Roth IRA Conversion Calculator

The Online Roth IRA Conversion Calculator performs a quick but thorough analysis of whether or not converting to a Roth IRA makes sense. It analyzes four cases:

  1. No Conversion to a Roth IRA
  2. 100% Conversion to a Roth IRA, paying taxes from the Roth IRA
  3. 100% Conversion to a Roth IRA, paying taxes from other assets
  4. 100% Conversion to a Roth IRA spread out over 4 years, with taxes paid from other assets

The product takes into account required minimum distributions and assumes a maximum stretch out. It uses the federal income tax tables to do an accurate tax calculation, applying inflation to the brackets for future years.

For a demonstration of how this calculator works, click here.
   

 
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