Updated April 2014


Should You Convert to a Roth IRA?

Explore your options in a few simple steps

We can help you make an informed decision

Everybody's situation is different, so it's important to focus on what may make sense for you. Our questions are meant to help you determine the factors that could matter most in making your decision. We'll explore:

  • How does your tax situation impact your decision?

  • What effect could future market performance or your plans for retirement have?

  • What other considerations might impact your decision?

What to expect from this evaluation

We estimate the potential long-term tax and financial impact of converting to a Roth IRA, based on information you provide and a number of important tax and growth assumptions found in this Evaluator. This evaluation will take 15-20 minutes.


Quick Tip: You may want to refer to your most recent federal and state tax filings when entering your information. You'll enter more accurate information and may even save time.


Also, if you're a customer and log in, we may be able to pre-fill some data for you.





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