Free financial decision tools

Roth vs Traditional?

Compare after-tax retirement balances. The right choice depends on your tax bracket now versus in retirement.

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Your Situation
Current income and contribution details
2024 IRA limit: $7,000 · 401k limit: $23,500
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Tax Brackets
Your current bracket vs expected retirement bracket
Your best estimate — lower if income drops, same/higher if tax rates rise
0% for states like FL, TX, NV · Up to 13% for CA

Your Results

After-tax retirement balance at age 65

ROTH WINS
$42,300
more in after-tax retirement money
Roth (After-Tax Balance)
$0
Tax-free withdrawals in retirement
Traditional (After-Tax Balance)
$0
Taxed at retirement rate on withdrawal
Roth $0
Traditional $0
After-Tax Balance Over Time
Roth
Traditional
Detailed Breakdown

Roth

Annual Contribution$0
Tax Paid Upfront / yr$0
Years Contributing0
Total Contributed$0
Investment Growth$0
Tax on Withdrawal$0 (tax-free!)
After-Tax Balance$0

Traditional

Annual Contribution$0
Tax Saved Upfront / yr$0
Years Contributing0
Total Contributed$0
Pre-Tax Balance$0
Tax Saved Invested Growth$0
Tax on Withdrawal−$0
After-Tax Balance$0
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How This Calculator Works

Roth: You contribute after-tax dollars. The full contribution grows tax-free, and withdrawals in retirement are completely tax-free. Your cost is paying taxes now on the contribution amount at your current marginal rate.

Traditional: You contribute pre-tax dollars, which lowers your taxable income today. The money grows tax-deferred, but you pay income tax on the full withdrawal amount in retirement. This calculator also accounts for investing the upfront tax savings you get from the Traditional deduction, since that's real money you can put to work.

The key variable is whether your tax rate is higher now or in retirement. If higher now → Traditional wins. If higher in retirement → Roth wins. This is a simplified model — actual results depend on your full tax picture, state taxes in retirement, RMDs, Social Security, and other factors.