RMD Projection Tool

Project your Required Minimum Distributions and see how Roth conversions could reduce your future tax burden.

Your Retirement Account Details

Current Age

Retirement Age

Current Traditional IRA/403(b) Balance ($)

Expected Annual Return (%)

Annual Contribution Until Retirement ($)

Optional. Set to 0 if already retired.

Model Roth conversion scenario

Age	Trad. Balance (No Conv.)	RMD (No Conv.)	Trad. Balance (With Conv.)	RMD (With Conv.)	Divisor	Est. Federal Tax on RMD