The HAAS Group - Financial Planners

09/15/2026

45 YEAR OLD WITH AN OLD $225K IRA

Without ROTH Conversion Future tax paid ages 65 to 75 - $528K IRA Draw ages 65 to 75 - $1.34M Future IRA balance at age 75 - $87K With ROTH Conversion Tax paid now - $56K Tax paid through account growth - not from you individually Future tax paid ages 65 to 75 - None IRA Draw ages 65 to 75 - $1.

08/13/2026

30 YEAR OLD WITH AN OLD $100K IRA

07/02/2026

35 YEAR OLD WITH AN OLD $100K IRA

Without ROTH Conversion Future tax paid ages 65 to 80 - $600K IRA Draw ages 65 to 80 - $1.5M Future IRA balance at age 80 - $80K With ROTH Conversion Tax paid now - $20K Tax paid through account growth - not from you individually Future tax paid ages 65 to 80 - None IRA Draw ages 65 to 80 - $1.

03/26/2026