Roth IRA Calculator

Calculate your Roth IRA retirement savings potential, understand tax benefits, and plan your long-term investment strategy. See how tax-free growth can accelerate your retirement goals.

Roth IRA Calculator

2025 limit: $7,000 ($8,000 if 50+)

Why Choose a Roth IRA?

Tax-Free Growth

Your investments compound without annual tax drag

Tax-Free Withdrawals

Qualified distributions are completely tax-free

No RMDs

No required minimum distributions at age 73

Flexible Withdrawals

Contributions can be withdrawn penalty-free anytime

Estate Planning

Tax-free inheritance for your beneficiaries

Hedge Against Tax Increases

Protect against future higher tax rates

Understanding Roth IRAs

What is a Roth IRA?

A Roth IRA is a retirement savings account that offers tax-free growth and tax-free withdrawals in retirement. Unlike traditional IRAs, you contribute after-tax dollars, but your investments grow tax-free and qualified withdrawals are completely tax-free.

Key Benefits of Roth IRAs

  • Tax-Free Growth: Your investments compound without annual tax drag
  • Tax-Free Withdrawals: Qualified distributions are completely tax-free
  • No Required Minimum Distributions: You can leave money in the account indefinitely
  • Flexible Contributions: You can withdraw contributions (not earnings) at any time
  • Estate Planning Benefits: Tax-free inheritance for beneficiaries

Contribution Limits

For 2025, the annual contribution limit is $7,000 for individuals under 50 and $8,000 for those 50 and older. These limits apply to all your IRAs combined, not per account.

Income Limits

Roth IRA contributions are subject to income limits. For 2025, single filers can contribute the full amount if their modified adjusted gross income is under $146,000, with reduced contributions up to $161,000.

When to Choose a Roth IRA

Roth IRAs are ideal for young investors in lower tax brackets, those who expect higher taxes in retirement, and anyone who wants tax-free income in retirement. They're particularly valuable for long-term growth due to the power of tax-free compounding.

Investment Strategy

Since Roth IRAs offer tax-free growth, they're excellent for high-growth investments like stocks and equity funds. The longer your time horizon, the more valuable the tax-free compounding becomes.