Calculator

Roth IRA Calculator

Calculate your projected Roth IRA balance at retirement, tax-free gains, and compare Roth vs Traditional IRA tax savings.

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Roth IRA Calculator

Tax-free retirement growth · 2024 limits · Roth vs Traditional comparison

🧮Your Details

2024 limits: $7,000 (under 50) · $8,000 (50+ catch-up)

1%Conservative 5% · Market avg 7% · Aggressive 10%15%

📋 2024 Income Eligibility Limits

Single: full contribution if MAGI ≤ $146,000 · phase-out to $161,000

Married filing jointly: ≤ $230,000 · phase-out to $240,000

💰Projected Results

Projected Balance at Retirement

$882,804

After 35 years · 100% tax-free

Total Contributions

$215,000

Total Growth

$667,804

Tax-Free Gains

$667,804

🏆 Roth vs Traditional IRA

Assumes 22% tax rate at withdrawal

Roth IRA

Tax-free withdrawals

$882,804

Traditional IRA

After 22% tax at withdrawal

$688,587

Your Tax Savings

By choosing Roth IRA

$194,217

📊Year-by-Year Growth

YearAgeBalanceContributionsGrowth
131$11,350$11,000$350
232$18,145$17,000$1,145
333$25,415$23,000$2,415
434$33,194$29,000$4,194
535$41,517$35,000$6,517
636$50,423$41,000$9,423
737$59,953$47,000$12,953
838$70,150$53,000$17,150
939$81,060$59,000$22,060
1040$92,734$65,000$27,734

📚Roth IRA Basics

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Tax-Free Growth

Contributions are made with after-tax dollars, but all growth and qualified withdrawals are 100% tax-free.

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2024 Contribution Limits

$7,000/year if under 50. $8,000/year if 50 or older (catch-up contribution). Income limits apply.

When to Withdraw

Qualified withdrawals at age 59½ or older (with 5-year rule met). No required minimum distributions (RMDs).

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