Spreadsheet: 185a3cdd-5a32-417f-a77d-315d9bf8d678
Sheet: Sheet1

Unnamed: 0 | Unnamed: 1 | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5 | Unnamed: 6 | Unnamed: 7 | Unnamed: 8 | Unnamed: 9
 |  | Age |  |  |  | 55
 |  | IRA Nest Egg |  |  |  | 50000
 |  | expected yrs to dist |  |  |  | 10
 |  | expected yrs of cont. |  |  |  | 0 | Important!!  Enter zero to compare
 |  | Annual Contribution |  |  |  | 2000 |  | conversion only!
 |  | Tax Rate Current |  |  |  | 0.3
 |  | Tax Rate Retirement |  |  |  | 0.25
 |  | Rate of Return |  |  |  | 0.08
 |  | Current (Traditional) IRA |  |  |  |  |  | Rolled Over to Roth IRA
 |  |  | Traditional | Net Present |  |  |  | [NAME] | Net Present
Year | Traditional IRA Value | Dist | Net Distribution | Value |  |  | Roth IRA Value | Net Distribution | Value
1 | 54000 | 0 |  | 0 |  |  | 50250 | 0 | 0
2 | 58320.00000000001 | 0 | 0 | 0 |  |  | 54270 | 0 | 0
3 | 62985.60000000001 | 0 | 0 | 0 |  |  | 58611.60000000001 | 0 | 0
4 | 68024.44800000002 | 0 | 0 | 0 |  |  | 63300.52800000001 | 0 | 0
5 | 73466.40384000003 | 0 | 0 | 0 |  |  | 68364.57024000002 | 0 | 0
6 | 79343.71614720003 | 0 | 0 | 0 |  |  | 73833.73585920002 | 0 | 0
7 | 85691.21343897603 | 0 | 0 | 0 |  |  | 79740.43472793604 | 0 | 0
8 | 92546.51051409412 | 0 | 0 | 0 |  |  | 86119.66950617093 | 0 | 0
9 | 99950.23135522165 | 0 | 0 | 0 |  |  | 93009.24306666461 | 0 | 0
10 | 107946.2498636394 | 4442.232504676518 | 3331.674378507389 | 0 |  |  | 100449.9825119978 | 4133.744136296204 | 0
11 | 111784.3387476799 | 4906.647721074518 | 3679.985790805888 | 0 |  |  | 104021.5374457577 | 4565.9082959999 | 0
12 | 115427.9063087338 | 5199.271569659531 | 3899.453677244648 | 0 |  |  | 107412.0794817385 | 4838.211043988732 | 0
13 | 119046.9255182003 | 5496.566967082564 | 4122.425225311923 | 0 |  |  | 110779.7779127697 | 5114.860927701831 | 0
14 | 122634.3872352071 | 5807.167098448793 | 4355.375323836594 | 0 |  |  | 114118.1103438733 | 5403.891605500961 | 0
15 | 126173.397747699 | 6131.719361760356 | 4598.789521320267 | 0 |  |  | 117411.3562374422 | 5705.905517193666 | 0
16 | 129645.0126568137 | 6470.430653728155 | 4852.822990296116 | 0 |  |  | 120641.8867778684 | 6021.0951916637 | 0
17 | 133028.5485633324 | 6823.421718779671 | 5117.566289084753 | 0 |  |  | 123790.4549131011 | 6349.572988308862 | 0
18 | 136301.536992117 | 7190.732354774726 | 5393.049266081045 | 0 |  |  | 126836.1524787756 | 6691.375941248706 | 0
19 | 139439.6690083297 | 7572.307610673167 | 5679.230708004875 | 0 |  |  | 129756.358660529 | 7046.452915487532 | 0
20 | 142416.7503094691 | 7967.981086190268 | 5975.985814642701 | 0 |  |  | 132526.6982046448 | 7414.649066315944 | 0
21 | 145204.6707611411 | 8377.455900557004 | 6283.091925417753 | 0 |  |  | 135121.0130693952 | 7795.688129684989 | 0
22 | 147773.3920494309 | 8800.283076432795 | 6600.212307324597 | 0 |  |  | 137511.350934887 | 8189.152307236071 | 0
23 | 150090.9576908379 | 9235.83700308943 | 6926.877752317072 | 0 |  |  | 139667.974517863 | 8594.459433430438 | 0
24 | 152123.5303427684 | 9683.287592957286 | 7262.465694717965 | 0 |  |  | 141559.3962911872 | 9010.837065668584 | 0
25 | 153835.462169796 | 10141.56868951789 | 7606.17651713842 | 0 |  |  | 143152.4439635602 | 9437.29308607915 | 0
26 | 155189.4049587004 | 10609.34221860662 | 7957.006663954966 | 0 |  |  | 144412.3629476795 | 9872.582342314494 | 0
27 | 156146.4677593013 | 11084.95749705003 | 8313.718122787523 | 0 |  |  | 145302.9630537942 | 10315.16878197711 | 0
28 | 156666.4310832314 | 11566.4050192075 | 8674.803764405628 | 0 |  |  | 145786.8178135625 | 10763.1824484292 | 0
29 | 156708.0281491458 | 12051.26392947934 | 9038.447947109504 | 0 |  |  | 145825.5261943439 | 11214.37060104327 | 0
30 | 156229.3053572398 | 12536.64225193166 | 9402.481688948748 | 0 |  |  | 145380.0480407647 | 11666.04209554751 | 0
31 | 155188.0761537328 | 13019.10877976998 | 9764.331584827487 | 0 |  |  | 144411.1264208346 | 12115.00400339706 | 0
32 | 153542.4847638799 | 13494.6153177159 | 10120.96148828692 | 0 |  |  | 142879.8122108325 | 12557.48925398561 | 0
33 | 151251.6990018571 | 13958.40770580726 | 10468.80577935545 | 0 |  |  | 140748.1087933946 | 12989.07383734841 | 0
34 | 148276.7545997339 | 14404.92371446258 | 10803.69278584694 | 0 |  |  | 137979.75775253 | 13404.58178984711 | 0
35 | 144581.577356093 | 14827.67545997339 | 11120.75659498004 | 0 |  |  | 134541.1900396975 | 13797.97577525299 | 0
36 | 140134.2140478092 | 16064.61970623255 | 12048.46477967442 | 0 |  |  | 130402.6714056 | 14949.02111552194 | 0
37 | 133995.1618889027 | 17516.77675597615 | 13137.58256698211 | 0 |  |  | 124689.9423132844 | 16300.33392570001 | 0
38 | 125796.6559435607 | 19142.16598412896 | 14356.62448809672 | 0 |  |  | 117060.7770585911 | 17812.84890189777 | 0
39 | 115186.8491561863 | 20966.10932392679 | 15724.58199294509 | 0 |  |  | 107187.7624092288 | 19510.12950976519 | 0
40 | 101758.3990188403 | 23037.36983123727 | 17278.02737342795 | 0 |  |  | 94691.84353142075 | 21437.55248184577 | 0
41 | 85018.7115226113 | 25439.59975471007 | 19079.69981603256 | 0 |  |  | 79114.63433354099 | 23672.96088285519 | 0
42 | 64345.44070933333 | 28339.5705075371 | 21254.67788065282 | 0 |  |  | 59877.00732674067 | 26371.544777847 | 0
43 | 38886.33981793994 | 32172.72035466666 | 24129.540266 | 0 |  |  | 36185.89955280517 | 29938.50366337033 | 0
44 | 7250.709020335135 | 38886.33981793994 | 29164.75486345495 | 0 |  |  | 6747.187560589619 | 36185.89955280517 | 0
 |  |  |  | 41366.99436725853 |  |  |  |  | 47523.81040134293