Retirement Planning

Roth IRA vs Traditional IRA Calculator

Compare Roth IRA and Traditional IRA retirement accounts. Calculate tax-free growth, contribution limits, and see which IRA type saves you more money based on your current and future tax rates.

Your Information

$85,000

$10,000

$6,500 / year

2024 limit: $7,000

8% per year

Tax Rates

24% tax bracket

Your marginal tax rate while contributing

22% tax bracket

Expected tax rate during withdrawals

Tax Strategy Insight

Traditional IRA may be better - save taxes now at higher rate

After-Tax Balance at 65

$1,267,913

100% Tax-Free Withdrawals

Contributed

$237,500

Earnings

$1,030,413

Taxes Paid

$54,600

Roth vs Traditional Comparison

Roth IRA Advantage

After-tax difference

$278,941

Balance Growth Over Time

Key Differences

Roth IRA Benefits

  • • Tax-free withdrawals in retirement
  • • Tax-free earnings growth
  • • No required minimum distributions
  • • Withdraw contributions anytime
  • • Better if taxes rise in future

Traditional IRA Benefits

  • • Immediate tax deduction
  • • Lower taxable income now
  • • Tax-deferred growth
  • • Better if in high tax bracket now
  • • No income limits

Recommendation

Based on your tax rates, a Roth IRA appears better. You'll save $278,941 in taxes over your lifetime by paying taxes now at 24% rather than 22% later.

Maximize Your Savings

You're contributing $6,500 per year. Consider increasing to the maximum of $7,000 to accelerate your retirement savings!

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