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   Roth vs. Traditional IRA
Client Information:
  Current Age:     
  Earned Income:   $
  Qualified Plan Participant?   Yes No
  Deductible Pension Contribution:   $
  Traditional IRA Balance:   $
  Non-Deductible Portion of IRA:   $
  Roth IRA Balance:   $
  Retirement Age:     
Spouse Information
  Current Age:     
  Earned Income:   $
  Qualified Plan Participant?   Yes No
  Deductible Pension Contribution:   $
  Traditional IRA Balance:   $
  Non-Deductible Portion of IRA:     
  Roth IRA Balance:   $
  Retirement Age:     
Assumptions:
  Other Income (Total):   $
  Filing Status:
  Marginal Tax Bracket Pre-Retirement:     %
  Marginal Tax Bracket After Retirement:     %
  B/T Rate of Return Pre-Retirement:     %
  B/T Rate of Return Post-Retirement:     %
  Client IRA Contribution:   $
  Spouse IRA Contribution:   $
  Number of Years of Withdrawals: