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(800) BANK-EAGLE
Everett, MA
 
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IRA to Roth Conversion Calculator
This calculator will give you an idea of the implications of converting a Traditional IRA to a Roth IRA.

Assumptions: Federal Adjusted Gross Income(AGI) before IRA conversion is assumed to be $100,000 or less, if married it assumed you are filing jointly, and contributions that have been made to any Traditional IRA were fully deductible.

Current taxable amount in Traditional IRA ($):
Number of years till you retire (#):
Expected annual rate of return on investments before retirement (%):
Your Federal tax rate (%):
Number of years of anticipated retirement (#):
Expected annual rate of return on investsments after retirement (%):
Your anticipated Federal tax rate during retirement (#):
Results Traditional IRA Roth IRA
Estimated account value at retirement:
Annual distribution:
Total value of distributions:
Taxes due at conversion: N/A
Lost investment opportunity: N/A
Post retirement tax: N/A
Total tax due:
Net after-tax value of account:
Greatest Net Value:
The figures entered into this calculator are for hypothetical purposes only. The results provided by this calculator are intended for illustrative purposes only and accuracy is not guaranteed. This calculator is not intended to offer any tax, legal, financial or investment advice and does not assure the availability of or your eligibility for any specific product offered by Eagle Bank.
     
 
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