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Determine your Best Option for Estate Planning

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Help ensure your estate is handled properly by understanding your options and planning ahead. This calculator will help you determine the best tools and strategies to meet your needs. The four investment alternatives considered include a deductible IRA, a nondeductible IRA, a Roth IRA and depositing into a taxable account.

What option is best for estate planning?

Your annual contributions
Amount to contribute
$


Your plans and assumptions
Federal + state tax rate - before retirement
%
Federal + state tax rate - after retirement
%
Your current age
Age to begin withdrawing
Age at death
Estimated rate of return on IRA investments
%
Estimated return on other investments
%

Information and these calculators are made available by one or more third party service providers. All examples are hypothetical and are for illustrative purposes. SunTrust Bank and its affiliates do not provide legal or tax advice. Information provided and these calculators are not intended to offer any tax, legal, financial or investment advice. SunTrust cannot guarantee that the information provided or the calculators are accurate, complete, or timely. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. SunTrust makes no warranties with regard to these calculators or the results obtained by their use. SunTrust disclaims any liability arising out of your use of, or any tax position taken in reliance on, these calculators. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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