Grow and protect your retirement savings with an annuity.
Get tax advantages by saving with an individual retirement account.
Prepare for a time when you may need assistance.
Learn how to build your retirement fund and make adjustments along the way.
As retirement gets closer, are you ready?
Your next chapter could be your greatest yet. Make sure you have the retirement income you need.
Invest in what works for you, like stocks, bonds, mutual funds, options and ETFs.
Access professionally managed, diversified portfolios.
Save for education costs with a 529 Education Savings Plan.
Build and balance your portfolio automatically.
Receive helpful guidance as you work toward your investing goals.
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Roth IRAs offer many benefits. But moving assets to Roth IRAs from traditional, SEP or SIMPLE IRAs could cost you. Our calculator helps you estimate if making a Roth conversion is beneficial to you.
Consider this important information before converting assets to a Roth IRA:
For more information about these these financial calculators please visit: Dinkytown.net Financial Calculators from KJE Computer Solutions, Inc.
Financial Calculators ©1998-2017 KJE Computer Solutions, Inc.
It is important to remember that these scenarios are hypothetical and that future rates of return can't be predicted with certainty and that investments that pay higher rates of return are generally subject to higher risk and volatility. The actual rate of return on investments can vary widely over time, especially for long-term investments. This includes the potential loss of principal on your investment. It is not possible to invest directly in an index and the compounded rate of return noted above does not reflect sales charges and other fees that investment funds and/or investment companies may charge.
The Roth Conversion Results at Retirement chart is based on inputs that are hypothetical. Information and interactive calculators are available to you as self-help tools for your independent use and aren't intended to provide legal, tax or investment advice. We can't and don't guarantee their applicability or accuracy to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals, such as your legal or tax adviser, for all personal finance issues and your specific situation.
There may be a delay between Roth Conversion Results at Retirement updates and the effective date of changes to the tax code or other rule changes.