IRA Calculator

Calculate your IRA retirement savings with our free IRA calculator. This IRA calculator supports both Traditional IRA and Roth IRA calculations with eligibility checking and contribution limits. Use this comprehensive IRA calculator to compare account types and optimize your retirement strategy based on 2025 IRS limits.

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Calculator Inputs

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$
$

2025 limit: $0

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Traditional IRA Balance at Retirement

$0

After-Tax Value: $0

Account Summary

Total Contributions$0
Investment Growth$0
Total Balance$0
Annual Tax Savings$0

Contribution Limits (2025)

Base Limit$7,000
Catch-Up (Age 50+)$1,000
Your Max Contribution$0

Understanding Your IRA Calculator Results

An IRA calculator helps you plan for retirement by projecting your Individual Retirement Account growth over time. This IRA calculator supports both Traditional IRA and Roth IRA calculations, allowing you to compare tax strategies and choose the best option for your situation. Use this IRA calculator to maximize your retirement savings and understand the impact of contribution limits, eligibility requirements, and tax treatment on your long-term financial goals.

Key IRA Calculator Concepts:

  • Traditional IRA: Contributions may be tax-deductible now, reducing current taxable income. Withdrawals in retirement are taxed as ordinary income. Best for those who expect lower tax rates in retirement.
  • Roth IRA: Contributions are made with after-tax dollars (no current deduction). Withdrawals in retirement are completely tax-free. Best for those who expect higher tax rates in retirement or want tax-free income.
  • Contribution Limits: For 2025, the IRA contribution limit is $7,000 annually ($8,000 if age 50 or older). This IRA calculator automatically applies these limits.
  • Eligibility Requirements: Roth IRA contributions phase out at higher income levels. Traditional IRA deductibility phases out if you're covered by a workplace retirement plan. This IRA calculator checks your eligibility.
  • Backdoor Roth IRA: If your income exceeds Roth IRA limits, you can contribute to a non-deductible Traditional IRA and convert it to a Roth IRA. Consult a tax professional for guidance.

Using This IRA Calculator:

  • Toggle between Traditional and Roth IRA to see which account type works best for your situation
  • Enter your MAGI (Modified Adjusted Gross Income) to check eligibility and contribution limits
  • Compare your current tax rate vs expected retirement tax rate to determine optimal account type
  • Review the comparison chart to see after-tax values side-by-side
  • Use the balance composition chart to understand how much of your balance is contributions vs growth

This IRA calculator is for educational purposes only and does not constitute financial or tax advice. Contribution limits, eligibility requirements, and tax laws are subject to change. Consult with a qualified financial advisor or tax professional to determine the best retirement strategy for your specific situation.

Disclaimer: This calculator is for educational and illustrative purposes only. Results are estimates and may not reflect actual outcomes. Investing Point does not guarantee the accuracy of these calculations and is not responsible for any decisions made based on this tool.

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