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Backdoor Roth Calculator Tax-Smart Retirement

Backdoor Roth IRA Calculator

See if the Backdoor Roth strategy works for you — including the critical pro rata rule that could trigger unexpected taxes.

✓ 2026 IRS Data ✓ Pro Rata Rule Analysis

Your Information

Roth IRA contribution limit for 2026. Includes catch-up for 50+.

Traditional IRA, SEP-IRA, or SIMPLE IRA balances. This triggers the pro rata rule.

Your current federal marginal tax bracket.

Your Backdoor Roth Analysis

Tax-Free Growth Advantage
$0
Roth Value at Retirement
$0
Taxable Equivalent
$0
Tax on Conversion
$0

Your Backdoor Roth Process (Each Year)

Roth vs. Taxable Growth

How the Backdoor Roth's tax-free growth compounds over time

Year-by-Year Growth Projection

YearAgeContribution Roth BalanceTaxable EquivalentTax-Free Advantage
Disclaimer: This calculator is for educational and informational purposes only and does not constitute financial, tax, or investment advice. The Backdoor Roth IRA strategy involves contributing to a non-deductible traditional IRA and converting to a Roth IRA. The pro rata rule applies to conversions when you have existing pre-tax IRA balances. Results are estimates based on assumed rates and current law. Consult with a qualified tax professional before implementing this strategy.