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Roth IRA Conversion and Distributions

See if converting from a Traditional IRA to a Roth IRA is right for you. You have to pay income taxes on the amount converted, so before you convert:

  • Estimate the change in total net-worth.
  • Compare the impact of Required Minimum Distributions for you and future beneficiaries.

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 cannot 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.