Tax Optimization

Could Taxes Reduce More of Your Retirement Than Expected?

See what converting part of a tax-deferred IRA or 401(k) to a Roth could cost in tax today — and how the outcome changes under different future tax rates.

Step 1 of 40% complete

About you

A few basics to frame the illustration.

Your ages set the growth horizon; filing status and state set the context for the tax rates you'll enter next.

Tax filing status
Est. tax costDetails