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Updated 8 months ago, 04/29/2024

User Stats

43
Posts
7
Votes
Art Webb
7
Votes |
43
Posts

Roth Conversion Calculator

Art Webb
Posted

I'm interested in obtaining a Roth Conversion Calculator that would analyze pros and cons of a Roth conversion vs keeping IRA. Calculator should provide amount of conversion tax payments needed, one or multiple conversion options, Medicare IRMAA impacts, various investment percentages of Roth growth vs IRA growth, and RMD amounts with associated tax bill.


I’ve seen numerous CFPs hawk their services for $5,000 or more.  I understand the potential value to convert but would like to use an outstanding calculator to actually show the value of different conversion options and investment percentages.  Looking for some excellent calculator recommendations ….free or purchase.  Thanks for all recommendations.   Art

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