Investing With an IRA

Our tools and calculators can help you better understand how to invest with an individual retirement account (IRA).

Which IRA is right for you?

Start by answering a few questions to find out which type of IRA is right for you.

Roth vs. Traditional IRA Evaluator
Time to complete: About 5 minutes

How much money should you contribute to your IRA?

Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible.

IRA Contribution Calculator
Time to complete: About 1 minute

Should you convert to a Roth IRA?

Estimate your potential benefits of converting to a Roth IRA, explore how much to convert, and how to pay for it.

Roth Conversion Evaluator
Time to complete: About 20 minutes

How much money may you need to withdraw once you retire?

Use this tool to estimate your required account withdrawals after age 70½.

Minimum Required Distribution (MRD) Calculator
Time to complete: About 5 minutes