Roth vs Traditional IRA Calculator

Compare Roth and Traditional IRA options based on your current and expected retirement tax brackets.

2024 limit: $7,000 ($8,000 if 50+)

Roth vs Traditional: Key Differences

Roth IRA: Contribute after-tax dollars, withdrawals in retirement are tax-free. Best if you expect to be in a higher tax bracket in retirement or want tax-free income.

Traditional IRA: Contribute pre-tax dollars (tax deduction now), pay taxes on withdrawals in retirement. Best if you're in a high tax bracket now and expect lower taxes in retirement.

Consider both: Having both Roth and Traditional accounts gives you tax diversification - you can choose which to withdraw from based on your tax situation each year in retirement.

Income limits: Roth IRA has income limits for contributions. Traditional IRA deductibility may be limited if you have a workplace retirement plan.

This calculator provides estimates for educational purposes only.