Terms
Terms of educational use.
By using Agent Roth, you acknowledge that the calculator provides a simplified illustration and does not create a professional, advisory, fiduciary, tax, or legal relationship.
Educational purpose
Results are general educational information based on the answers and assumptions entered. They are not instructions to buy, sell, convert, roll over, or otherwise change an account.
No guarantee
Projections are hypothetical. Tax rules, investment performance, fees, withdrawals, inflation, state treatment, and personal circumstances can produce materially different outcomes.
Your responsibility
Verify important information and consult appropriately qualified professionals before making a financial or tax decision. Do not rely on this preliminary estimate for filing or transaction instructions.
Acceptable use
Do not misuse the site, attempt unauthorized access, interfere with its operation, or submit information you do not have the right to provide.
Last updated July 14, 2026. Review current official guidance and consult appropriately qualified professionals before acting on financial or tax information.