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Roth IRA Conversion Analyzer

In order to complete our calculations and to determine if you should convert your traditional IRA into a Roth IRA, we need to collect some financial information about your past IRA investing.

Specifically, you will need to determine both your past deductible and past non-deductible IRA contributions. You may want to reference your financial records before proceeding.

Consider the following limitations regarding the corresponding IRAs and calculations.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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