OroTrade and Convergent Retirement Plan Solutions, LLC are separate and unaffiliated firms. Each is not responsible for the services or policies of the other. This tool is provided as a service for self-directed investors and is not a substitute for qualified tax advice. It is provided for educational purposes and is not a recommendation.
The tool calculations are based on information available in IRS Publication 560. The tool does not cover every possible situation. Calculation results are determined based on data entered into this tool, and are not based on plan documents you may have executed at OroTrade or at another financial institution. Your specific plan documents and definitions must be consulted for detailed information, definitions, and potential exceptions. You should speak with a tax professional. Ask them any questions you may have about your tax situation or your eligibility to contribute to a retirement plan.