401(k) Rollover Calculator

Should you roll over to a Traditional IRA or Roth IRA? Get a personalized analysis based on your age, employment status, income, and tax situation.

1

Age & Employment

Your current age determines eligibility and penalty rules
2

401(k) Balance

$
3

Income & Location

$
W-2 wages, self-employment, interest, dividends, etc. The calculator will add the rollover amount automatically.