| Conversion of Existing IRA |
|
|
Current IRA Balance:
|
$ |
|
|
Source of Taxes Due on Conversion: *
|
|
Funds outside my IRA
Funds from my IRA
|
|
|
Total Annual Contributions
(including non-sheltered contributions): **
|
$ |
|
|
IRA Contribution Limit:
|
$ |
|
| Your Investment and Taxes |
|
|
Years until Retirement:
|
|
|
|
Years to make Withdrawals:
|
|
|
|
Investment Rate of Return:
|
|
%
|
|
Tax Bracket
|
|
pre-retirement:
|
|
%
|
|
during retirement:
|
|
%
|
|
|
| Results: Annual Withdrawals available during Retirement |
|
|
Deductible IRA:
|
$ |
|
|
Roth IRA:
|
$ |
|
