If you already have a Traditional, Simple, or SEP IRA, you may be wondering if it’s worthwhile to convert your balance into a Roth IRA. Though you may spend some extra money on taxes in the short run, the long term benefits of a Roth IRA should not be overlooked . This innovative calculator allows you to estimate virtually every condition of your retirement plan and provides you with a clear answer based on your expected tax rate at retirement (the ultimate factor when deciding to stay in your Traditional IRA or convert to a Roth). We also provide guidance for a gradual conversion to a Roth IRA – something nobody else offers.
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Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.