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Roth IRA Conversion Calculator

This calculator is provided by a third-party not affiliated with Merrill or any of its affiliates. It is provided for general educational purposes only. The analysis generated by the calculator is based on information you provide and a variety of assumptions, which may include assumptions and projections about inflation rates, and account growth. Such assumptions and projections, as well as the report generated on the basis of such assumptions and projections, in no way are intended to predict or guarantee future inflation rates and investment performance of your investment. The accuracy of the analysis is dependent on the accuracy of such assumptions and projections. On calculators which require you to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment. You should enter figures that are appropriate to your individual situation. As a result your actual experience is likely to vary, in some cases significantly, from the potential results suggested by the analysis.

If you have other assets, income, and investments that are not included in this analysis, they will not factor into any of the analysis or results. In applying this information to your individual situation, you should consider all of your assets, income, and investments, including those that are not taken into account in this analysis.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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This calculator is provided by a third-party not affiliated with Merrill or any of its affiliates. It is provided for general educational purposes only. The analysis generated by the calculator is based on information you provide and a variety of assumptions, which may include assumptions and projections about inflation rates, and account growth. Such assumptions and projections, as well as the report generated on the basis of such assumptions and projections, in no way are intended to predict or guarantee future inflation rates and investment performance of your investment. The accuracy of the analysis is dependent on the accuracy of such assumptions and projections. On calculators which require you to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment.You should enter figures that are appropriate to your individual situation. As a result your actual experience is likely to vary, in some cases significantly, from the potential results suggested by the analysis.

If you have other assets, income, and investments that are not included in this analysis, they will not factor into any of the analysis or results. In applying this information to your individual situation, you should consider all of your assets, income, and investments, including those that are not taken into account in this analysis.

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