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Want to know how converting a Traditional IRA to a Roth IRA would affect your account?

Converting your Traditional IRA to a Roth IRA may be beneficial to you in the long term. There are many factors to consider including the amount to convert, current tax rate, and your age. This tool will help you determine if converting your account makes sense based on your investment expectations and financial needs.

The analysis provided by this tool is based solely on the information provided by you. All examples, if any, are hypothetical and for illustrative purposes and do not represent current or future performance of any specific investment. No guarantees are made as to the accuracy of any illustration or calculation. This information does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions relative to your individual tax situation. All investments carry a degree of risk, and past performance is not a guarantee of future results. Generally speaking, the greater the return, the greater the risk.