Roth Transfer

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Amount to Transfer:	Amount to transfer from a regular IRA account to a ROTH IRA.
Non-Deductible Deposits:	Amount deposited to the regular that did not receive a tax deduction.
Current Tax Rate:	Current marginal income tax rate.
Tax Rate at Retirement:	Expected marginal income tax rate at retirement.
Investment tax rate:	Expected marginal tax rate (base this on expected capital gains rate) for investments.
Current Age:	Current age.
Age at Retirement:	Desired age at retirement.
Years of Retirement:	Years after retirement (number of years to amortize IRA account).
Rate of Return:	Expected rate of return on your investments.

Enterprise Bank's information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

All information you enter is confidential and private. No information is collected unless you select to.
All results are calculated on your local computer.