Dakota Plains Credit Union - IRA to Roth Conversion Calculator

• CU Online
• E-Statements
• CUE Rewards
• Re-Order Checks

I want to...

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency

IRA to Roth Conversion Calculator
This calculator that will give you an idea of the consequences of converting a Traditional IRA to a Roth IRA. Assumptions: Federal Adjusted Gross Income (AGI) before IRA conversion is assumed to be $100,000 or less, if married it assumed you are filing jointly, and contributions that have been made to any Traditional IRA were fully deductible.

Current taxable amount in Traditional IRA ($)
Number of years till you retire (#)
Expected annual rate of return on investments before retirement (%)
Your Federal tax rate (%)
Number of years of anticipated retirement (#)
Expected annual rate of return on investsments after retirement (%)
Your anticipated Federal tax rate during retirement (%)

Results	Traditional IRA	Roth IRA
Estimated account value at retirement
Annual distribution
Total value of distributions
Taxes due at conversion		N/A
Lost investment opportunity		N/A
Post retirement tax	N/A
Total tax due
Net after-tax value of account
Greatest Net Value


Disclaimer Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Back to calculators>>

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency

Edgeley Weather	Ellendale Weather	Enderlin Weather