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Roth IRA Calculator

Project tax-free growth in your Roth IRA with income eligibility checks and Traditional IRA comparisons.

US-Specific Calculator

Roth IRAs are US retirement accounts. Contribution limits and income rules are based on IRS guidelines.

Currency
Age & Timeline
18 years70 years
31 years80 years
Roth IRA

2024 Limit: $7,000

Catch-Up When 50+

Auto-add $1,000 at age 50

Income Eligibility

Check Eligibility

Verify income limits

Modified Adjusted Gross Income

eligible

Full contribution allowed

2024 Income Limits

Single: Phase-out $146K - $161K

Married Joint: Phase-out $230K - $240K

Assumptions

Expected tax bracket when withdrawing

Projected Balance

$1,190,539.04

100% tax-free
Tax-Free Growth

$914,539.04

Tax Savings

$201,198.59

vs paying taxes on growth

Tax-Free Forever

Your Roth IRA will grow to $1,190,539.04 and you won't pay a single dollar in taxes when you withdraw it. That's $201,198.59 in tax savings compared to a taxable account.

Balance Composition
Total Contributions(23.2%)
$276,000.00
Tax-Free Growth(76.8%)
$914,539.04
Roth vs Traditional IRA

Roth IRA

$1,190,539.04

Tax-free at withdrawal

Traditional IRA

$928,620.45

After-tax value

Roth IRA is better

+$261,918.59

Break-even tax rate: 22.0%

Growth Schedule (First 10 Years)
AgeContributionReturnsBalance
31$7,000.00$1,295.00$23,295.00
32$7,000.00$1,875.65$32,170.65
33$7,000.00$2,496.95$41,667.60
34$7,000.00$3,161.73$51,829.33
35$7,000.00$3,873.05$62,702.38
36$7,000.00$4,634.17$74,336.55
37$7,000.00$5,448.56$86,785.10
38$7,000.00$6,319.96$100,105.06
39$7,000.00$7,252.35$114,357.42
40$7,000.00$8,250.02$129,607.44

The Power of Tax-Free Growth

Roth IRA Benefits

  • Tax-Free Growth: All earnings grow tax-free
  • Tax-Free Withdrawals: No taxes on qualified distributions
  • No RMDs: No required minimum distributions ever
  • Flexible Access: Contributions (not earnings) can be withdrawn anytime

2024 Limits

  • Under 50: $7,000/year
  • Age 50+: $8,000/year

Roth vs Traditional

Choose Roth if:

  • You expect higher taxes in retirement
  • You value tax-free withdrawals
  • You don't want forced RMDs

Choose Traditional if:

  • You expect lower taxes in retirement
  • You need the tax deduction now
  • You're in a high tax bracket today