What is the advantage of transferring to a Roth IRA?

Transfer to a Roth IRA

What is the advantage of transferring to a Roth IRA?

The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA. Use this calculator to help you determine how a Roth IRA transfer could impact your retirement savings.

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Definitions

Amount to transfer:	Amount to transfer from a Traditional IRA account to a ROTH IRA.
Non-deductible contributions:	Amount previously contributed to the Traditional IRA that was not tax deductible due to IRS regulations.
Current tax rate:	Current marginal income tax rate.
Tax rate at retirement:	Expected marginal income tax rate at retirement.
Investment tax rate:	Expected marginal tax rate (base this on expected capital gains rate) for investments.
Current age:	Current age.
Age at retirement:	Desired age at retirement.
Rate of return:	Expected rate of return on your investments.

Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances.