Online Roth IRA Conversion Calculator

Step 1:  In order to evaluate whether or not converting your IRA to a Roth IRA makes sense, we need to know some specifics about your situation.  Please enter the following data:

1. Select the year of the conversion:   2004 2005 2006 2007 2008
2. Enter the IRA balance to be converted:  
3. Enter the assumed growth rate:
4. Enter your birth date:
5. Enter your spouse's date of birth: 
      (If the beneficiary is not your spouse, make this field blank and
       enter the beneficiary's birth date in #6.)
6. Enter the heir's birth date:
      (If the beneficiary is your spouse, the heir is the spouse's beneficiary.)
      (The heir is often a child.)
7. Enter your income (AGI prior to IRA distributions):
8. Enter the assumed inflation rate:  

Step 2:  Select how you would like to customize the report:

Step 3:  Click calculate to see the results in a separate browser window.

Please click here for important information about this calculator's calculations.