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Roth IRA Conversion Calculator

In 1997, the Roth IRA was introduced. All IRA owners and participants in eligible employer sponsored plans, regardless of income level, are eligible to convert their Traditional IRA and pre-tax funds in an employer-sponsored plan [401(a)/(k), 403(b) and governmental 457(b)] to a Roth IRA. Is this a good option for you? A conversion has both advantages and disadvantages that should be carefully considered before you make a decision. This calculator compares two alternatives with equal out-of-pocket costs to estimate the change in total net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.  (Consult your tax adviser)

 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

FAQs

Yes, you can easily schedule an appointment at any of our offices or with one of our Mortgage Loan Officers through our online scheduling tool.

Review North Shore Bank’s top ten financial security tips to help keep you and your money safe.

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With our 43 office locations we serve the following Wisconsin counties:

  • Brown
  • Calumet
  • Door
  • Kenosha
  • Kewaunee
  • Milwaukee
  • Oconto
  • Outagamie
  • Ozaukee
  • Racine
  • Washington
  • Waukesha
  • Winnebago


In Illinois, we serve McHenry County.

Yes, North Shore Bank is a guarantor and a member of STAMP (Securities Transfer Agents Medallion Program). Please contact your local branch for more information. 

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