With the Roth IRA, individuals are allowed to make an after-tax contribution up to $2,000.00 depending on their gross income. The principal and growth are received tax free after 5 years and/or age 59½.

  
 

Fill out the below form and submit to us and we will do the calculations for you.

Name:

Email:

Age:

Male/Female:

Current value of your present IRA:

Current rate of return (interest rate) on present IRA?

What is your current tax bracket?

When do you expect to retire?

What do you expect your future tax bracket to be?