Disclosure: This Roth Conversion simulator is for illustrative purposes only, and should not be considered as specific financial advice or a recommendation to roll over an ERISA account. It does not reflect actual or guaranteed results, but estimates the potential for tax optimized growth according to the inputs entered. It is not intended to predict or project market performance. You should consult a financial advisor and/or qualified tax professional to discuss your personal financial situation, and to receive a recommendation regarding whether a Roth Conversion is in your best interest at this time before taking any action based on this simulator.

Investing involves risk, including the potential loss of principal. Past market performance is not a guarantee of future returns, and many assumptions have been made in the creation of this simulation that can be understood from the tooltips above. The Roth Conversion simulator does not take into account debt, other assets, or personal financial circumstances beyond the inputs entered. Where third-party data is used, Titan cannot guarantee its accuracy. Estimated returns are based on assumed rates of return and do not reflect the impact of fees, expenses, or taxes unless otherwise noted.