The Retirement Analysis Kit Help File

Roth Analysis

Roth Analysis

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Roth Analysis

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TRAK's Roth Analyzer calculator compares a traditional qualified plan (pre-tax) to a Roth account. This allows for the comparison of ongoing deposits to either type of plan. Or, a rollover from a traditional IRA to a Roth IRA can also be illustrated.

Roth Analysis Deposit Input

Click on the link below for more information about the specific area:

Using Roth accounts

Data Input

Examples of ongoing deposits illustrations

Examples of rollover illustrations