Input
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Chart
Detail
Exit
Roth vs. Traditional IRA
Client Information:
Current Age:
Earned Income:
$
Qualified Plan Participant?
Yes
No
Deductible Pension Contribution:
$
Traditional IRA Balance:
$
Non-Deductible Portion of IRA:
$
Roth IRA Balance:
$
Retirement Age:
Spouse Information
Current Age:
Earned Income:
$
Qualified Plan Participant?
Yes
No
Deductible Pension Contribution:
$
Traditional IRA Balance:
$
Non-Deductible Portion of IRA:
Roth IRA Balance:
$
Retirement Age:
Assumptions:
Other Income (Total):
$
Filing Status:
Married Filing Jointly
Single
Married Filing Separate
Marginal Tax Bracket Pre-Retirement:
%
Marginal Tax Bracket After Retirement:
%
B/T Rate of Return Pre-Retirement:
%
B/T Rate of Return Post-Retirement:
%
Client IRA Contribution:
$
Spouse IRA Contribution:
$
Number of Years of Withdrawals: