Roth IRA Calculator

See how your Roth IRA contributions grow tax-free over time. Adjust your yearly contribution, time horizon, and expected market returns to plan your retirement.

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The 100% Tax-Free Advantage

In a standard taxable brokerage account, you could owe roughly $0 in long-term capital gains taxes (assuming a 15% rate) on these earnings. Because you are using a Roth IRA, your entire $0 in gains is completely tax-free upon withdrawal in retirement.

Total Invested

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Est. Returns

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Total Maturity Value

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Maximizing Your Roth IRA

A Roth IRA (Individual Retirement Account) is one of the most powerful wealth-building tools available to US investors. Its primary advantage is that it allows your investments to compound completely tax-free over time.

Tax-Free Growth and Withdrawals

Unlike a Traditional IRA or a 401(k), where you get a tax break now but pay taxes on withdrawals in retirement, a Roth IRA works in reverse. You fund the account with money you've already paid taxes on (after-tax dollars). The trade-off is that all future growth, dividends, and withdrawals in retirement are 100% tax-free.

The Power of Time

The Roth IRA is especially beneficial for young investors. Because younger workers are generally in a lower tax bracket now than they will be in retirement, paying taxes upfront is advantageous. More importantly, investing over decades means the vast majority of the account's final balance will consist of investment earnings, not original contributions. Shielding all of that growth from taxes can save you hundreds of thousands of dollars.

Use this calculator to see how a seemingly small annual contribution (like the $7,000 maximum) can grow into a massive, tax-free fortune over 30 or 40 years through the power of compound interest.

How to Use This Calculator

1

Adjust the inputs

Use the sliders or text boxes to enter your specific financial numbers.

2

Review the charts

The interactive charts will update immediately, showing a visual breakdown of your investments and returns.

3

Analyze the results

Look at the summary cards and tables to understand your total invested amount, estimated returns, and final corpus.

Frequently Asked Questions

What is a Roth IRA?

A Roth IRA is an individual retirement account that offers tax-free growth and tax-free withdrawals in retirement. Unlike a Traditional IRA, contributions are made with after-tax dollars, meaning you get no upfront tax deduction, but you owe no taxes when you withdraw the money after age 59½.

What is the maximum I can contribute to a Roth IRA?

For 2024, the contribution limit is $7,000 per year. If you are age 50 or older, you can make an additional $1,000 catch-up contribution, bringing the total limit to $8,000.

Can I withdraw money from my Roth IRA early?

You can withdraw your *contributions* (the money you put in) at any time, tax-free and penalty-free. However, if you withdraw your *earnings* before age 59½ and before the account has been open for at least 5 years, you will typically owe income taxes and a 10% early withdrawal penalty on the earnings.

Are there income limits for a Roth IRA?

Yes. For 2024, if you are single, your ability to contribute directly begins to phase out at a MAGI of $138,000 and is completely phased out at $153,000. For married couples filing jointly, the phase-out range is $230,000 to $240,000.