easyMcalc

Limits for 1 January 2026US dollars, because the limits are

Roth IRA calculator

A projection on today's limits, not advice and not a forecast of returns. How these figures are worked out

Roth IRA at retirement $1,116,879.58 Full breakdown

About you
Ages are the age you reach during the calendar year, which is the test the catch-up rules use.
What you pay in
The most allowed this year is $7,500, including any catch-up amount for your age.
Income decides how much of the allowance you get. Nothing you type here is stored.
Assumptions
The fund's expense ratio, from its own prospectus. It is taken off the return, so a fee above the return is refused rather than drawn as a shrinking balance.
long-run consumer price inflation, 1 August 2026. Published by U.S. Bureau of Labor Statistics, Consumer Price Index
One flat rate each, not a bracket table. This comparison answers one question and one only: whether your rate is higher now or later.

What your Roth IRA is worth

Balance at retirement $1,116,879.58 at 65

  • Paid in $368,425.74
  • Growth $748,453.84
Balance at retirement
$1,116,879.58
Paid in, including what you started with
$368,425.74
Most allowed this year
$7,500

How much may you pay in?

At this income you may pay in the full $7,500. The allowance only starts to taper inside $153,000 to $168,000.

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Format

The image is drawn in your browser. Nothing you entered is sent anywhere.

Where the balance comes from

Over 30 years, $368,425.74 paid in grows by $748,453.84, for a balance of $1,116,879.58.

  • Paid in$368,425.74
  • Growth$748,453.84
  • 1.5M
  • 1M
  • 500k
  • 0
Balance built from money paid in and growth on it Year 1: paid in $7,500, grew $968.27, balance $18,468.27Year 2: paid in $7,688.25, grew $1,586.60, balance $27,743.12Year 3: paid in $7,881.23, grew $2,263.38, balance $37,887.73Year 4: paid in $8,079.05, grew $3,003.22, balance $48,970Year 5: paid in $8,281.83, grew $3,810.99, balance $61,062.82Year 6: paid in $8,489.70, grew $4,691.98, balance $74,244.50Year 7: paid in $8,702.79, grew $5,651.84, balance $88,599.13Year 8: paid in $8,921.23, grew $6,696.71, balance $104,217.07Year 9: paid in $9,145.15, grew $7,833.03, balance $121,195.25Year 10: paid in $9,374.69, grew $9,067.91, balance $139,637.85Year 11: paid in $9,609.99, grew $10,408.83, balance $159,656.67Year 12: paid in $9,851.20, grew $11,863.87, balance $181,371.74Year 13: paid in $10,098.47, grew $13,441.76, balance $204,911.97Year 14: paid in $10,351.94, grew $15,151.76, balance $230,415.67Year 15: paid in $10,611.77, grew $17,003.94, balance $258,031.38Year 16: paid in $12,473.60, grew $19,061.19, balance $289,566.17Year 17: paid in $12,786.69, grew $21,351.09, balance $323,703.95Year 18: paid in $13,107.63, grew $23,829.41, balance $360,640.99Year 19: paid in $13,436.63, grew $26,510.35, balance $400,587.97Year 20: paid in $13,773.89, grew $29,409.15, balance $443,771.01Year 21: paid in $14,119.61, grew $32,542.16, balance $490,432.78Year 22: paid in $14,474.01, grew $35,926.95, balance $540,833.74Year 23: paid in $14,837.31, grew $39,582.31, balance $595,253.36Year 24: paid in $15,209.73, grew $43,528.51, balance $653,991.60Year 25: paid in $15,591.49, grew $47,787.19, balance $717,370.28Year 26: paid in $15,982.84, grew $52,381.65, balance $785,734.77Year 27: paid in $16,384.01, grew $57,336.85, balance $859,455.63Year 28: paid in $16,795.25, grew $62,679.57, balance $938,930.45Year 29: paid in $17,216.81, grew $68,438.60, balance $1,024,585.86Year 30: paid in $17,648.95, grew $74,644.77, balance $1,116,879.58

Year 1Year 8Year 15Year 22Year 30

The lower band is everything paid in, by you and by anyone else. The band above it is growth.

Roth or traditional, on the same amount paid in

AccountBalanceTax on withdrawalWhat you keep
Roth$1,116,879.58None$1,116,879.58
Traditional$1,116,879.58$245,713.51$871,166.07

Both columns pay in the same amount, because the allowance is written on the amount rather than on what it cost you to earn it. On that footing the Roth always keeps more, and what it costs is the $78,853.66 of tax the traditional account defers today. Whether that trade is worth it depends on what you would do with the deferred tax and on whether your rate really is lower later, neither of which this page models.

Year by year

AgeYouGrowthBalance
Age 35$7,500$968.27$18,468.27
Age 36$7,688.25$1,586.60$27,743.12
Age 37$7,881.23$2,263.38$37,887.73
Age 38$8,079.05$3,003.22$48,970
Age 39$8,281.83$3,810.99$61,062.82
Age 40$8,489.70$4,691.98$74,244.50
Age 41$8,702.79$5,651.84$88,599.13
Age 42$8,921.23$6,696.71$104,217.07
Age 43$9,145.15$7,833.03$121,195.25
Age 44$9,374.69$9,067.91$139,637.85
Age 45$9,609.99$10,408.83$159,656.67
Age 46$9,851.20$11,863.87$181,371.74
Age 47$10,098.47$13,441.76$204,911.97
Age 48$10,351.94$15,151.76$230,415.67
Age 49$10,611.77$17,003.94$258,031.38
Age 50$12,473.60$19,061.19$289,566.17
Age 51$12,786.69$21,351.09$323,703.95
Age 52$13,107.63$23,829.41$360,640.99
Age 53$13,436.63$26,510.35$400,587.97
Age 54$13,773.89$29,409.15$443,771.01
Age 55$14,119.61$32,542.16$490,432.78
Age 56$14,474.01$35,926.95$540,833.74
Age 57$14,837.31$39,582.31$595,253.36
Age 58$15,209.73$43,528.51$653,991.60
Age 59$15,591.49$47,787.19$717,370.28
Age 60$15,982.84$52,381.65$785,734.77
Age 61$16,384.01$57,336.85$859,455.63
Age 62$16,795.25$62,679.57$938,930.45
Age 63$17,216.81$68,438.60$1,024,585.86
Age 64$17,648.95$74,644.77$1,116,879.58

A Roth is taxed at the other end

Money goes into a Roth after tax and, if the rules are met, comes out with no tax on it at all — not on the contributions and not on the growth. A traditional account does the reverse: a deduction now, income tax on everything later. Every honest comparison of the two comes down to one question, which is whether your tax rate is higher today or on the day you take the money out.

That question has no general answer, and anybody who gives you one is guessing about tax law decades out. What this page can do is show the size of the difference at whatever pair of rates you name, so the guess you are making is explicit rather than buried.

Income can stop you contributing at all

Unlike the traditional account, where income limits only the deduction, a Roth has an income limit on the contribution itself. Above the top of the range you may not pay in directly at all. Inside it, the allowance tapers in proportion to how far through the range you are, with the same two rules the statute attaches everywhere in this area: the reduction is rounded down to the nearest ten dollars, and the result never falls below two hundred dollars until it disappears altogether.

The page tells you which of the three bands you are in and what is left of the allowance. If it is nothing, that is worth knowing before you make a contribution you would then have to withdraw.

The projection then holds that allowance at the same share of the ceiling for every year it runs, which is the same as assuming your income stays where it is relative to the range. It is an assumption rather than a forecast, and it is the only one available: nobody can tell a calculator what they will earn in twenty years. If your income is about to change materially, run the page at both figures.

Why the comparison here is on the same amount paid in

The two accounts are compared on the same contribution, because the allowance is written on the amount that goes in rather than on what it cost you to earn it. On that footing the Roth always comes out ahead, and it is important to see why rather than to treat it as a verdict: a dollar in a Roth is a dollar you keep, while a dollar in a traditional account is a dollar minus whatever tax applies when you withdraw it.

What the Roth costs is the tax the traditional contribution would have deferred today, and the page shows that figure beside the comparison. If you would invest that deferred tax, the gap narrows; if you would spend it, it does not. Working out which is true of you is the actual decision, and it is not one a calculator can make.

The things a straight comparison leaves out

Three of them can matter more than the rate arithmetic. A Roth has no required minimum distributions during the original owner's lifetime, so the money can stay invested rather than being forced out on a schedule. Contributions — though not growth — can generally be withdrawn without tax or penalty, which makes a Roth a far more flexible emergency reserve than a traditional account. And an inherited Roth arrives without the income tax bill attached to an inherited traditional account.

Against that, a deduction now is certain and a tax rule decades out is not. Anybody who tells you the direction of tax rates in thirty years is telling you about their opinions.

What this does not do

It uses one flat rate for today and one for retirement. It does not use a bracket table, does not model state tax, does not know about the five-year rules that govern when a Roth withdrawal counts as qualified, does not model conversions from a traditional account, and does not touch the treatment of earnings withdrawn early. It assumes one steady rate of return throughout.

Common questions

What if my income is above the range?

You may not contribute to a Roth directly. There are indirect routes, they interact with any existing traditional balances you hold in ways that surprise people, and this page does not model them. A traditional contribution has no income limit, though the deduction for it may.

Is the Roth allowance separate from my 401(k)?

Yes, and the individual allowance is shared between a traditional IRA and a Roth rather than being one each: paying into both in the same year uses one allowance between them. The workplace plan has its own, larger limit and does not draw on either.

My employer offers a Roth 401(k). Is that the same thing?

The tax treatment is the same idea — after tax in, tax free out — but it sits under the workplace limits rather than the individual ones, and it has no income limit on contributions at all. This page models the individual account; use the 401(k) page for the workplace one.

Why does the Roth column always win here?

Because both columns pay in the same amount, and after-tax money is worth more than pre-tax money of the same size. That is a real effect rather than an artefact, and it is the reason the individual allowance is worth more to you in a Roth. What the page also shows is the tax the traditional side defers today, which is what you are giving up to get it.

Is anything I type stored?

No. The calculation happens on the server as part of rendering the page, nothing is written down, and the access log for this site drops the query string precisely so that the numbers you enter are never recorded.

Sources

The ceilings on this page are set by statute and restated by the Internal Revenue Service every year. These are the provisions they come from, and the notice the current figures were read out of:

How these figures are worked out

The balance is built month by month in whole cents rather than from a power formula, on the same schedule the savings pages use: each month earns the yearly return divided by twelve, rounded once. The year's contribution is spread evenly across its twelve months. A fee is taken off the return before anything is worked out.

Each year is measured against that year's ceilings in the order the statute applies them: pay above the limit a plan may count is ignored first, then what you may defer out of pay, then the employer's match, and finally the limit on everything one account may take in a year, which cuts the employer's share rather than yours. Ceilings rise every year with the cost of living, so the projection raises them by the inflation you assume; the statute rounds each one down to its own multiple and this does not, which leaves a projected ceiling within one rounding step of the real one.

The allowance is worked out from the income you give it and then held at that share of the ceiling for every year of the projection, which is the same as assuming your income stays where it is relative to the range. An income above the range therefore leaves nothing in any year rather than resuming in the second one, and an income below it is never tapered. Neither is a forecast about your income; both are the only assumption a projection can make without pretending to have one.

It leaves out tax on withdrawals, required minimum distributions, plan loans, vesting schedules, early withdrawal penalties, and any change to the law between now and retirement.