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Roth IRA Calculator

See how a Roth IRA could grow by retirement — and how much tax you save versus a regular taxable account. Because Roth contributions are made with after-tax money, qualified withdrawals in retirement are completely tax-free, growth included.

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Why a Roth IRA is powerful

You contribute after-tax dollars, so there’s no upfront deduction — but every dollar of growth comes out tax-free in retirement, as long as you’re 59½ or older and the account has been open five years. Decades of compounding mean the tax-free growth usually dwarfs the contributions themselves, which is the whole point of a Roth.

2026 contribution limits

You can contribute up to $7,500 to a Roth IRA for 2026, rising to $8,600 from age 50 (a $1,100 catch-up). This calculator applies the right cap automatically as you age, so a steady contribution that exceeds the limit is trimmed to what’s actually allowed. The limit is the combined total across all your traditional and Roth IRAs.

Roth vs Traditional vs taxable

A Traditional IRA/401(k) gives a tax break now but is taxed on withdrawal; a Roth is the reverse — pay tax now, withdraw tax-free later, which wins if your retirement tax rate is similar or higher. Both beat a regular taxable account, where you’d owe capital-gains tax on the growth. The “tax saved” figure above estimates that ~15% bite a taxable account would take.

Income limits to watch

Roth eligibility phases out at higher incomes: for 2026, a single filer’s ability to contribute shrinks between $153,000 and $168,000 of modified AGI, and a married couple filing jointly between $242,000 and $252,000. Above those, look into a “backdoor” Roth or a Traditional IRA instead.

Frequently asked questions

How much can I contribute to a Roth IRA in 2026?
Up to $7,500 if you’re under 50, or $8,600 if you’re 50 or older (a $1,100 catch-up). That’s the combined limit across all your IRAs, and it’s reduced or eliminated at higher incomes.
Are Roth IRA withdrawals really tax-free?
Qualified withdrawals are — once you’re 59½ and the account has been open at least five years, both your contributions and all the investment growth come out completely tax-free. You can also withdraw your own contributions (not the earnings) at any time without tax or penalty.
Roth IRA or 401(k) — which first?
A common order is: contribute to your 401(k) up to the employer match (free money), then max a Roth IRA for its tax-free growth and flexibility, then return to the 401(k). Use our 401(k) calculator alongside this one to compare.
What return should I assume?
A diversified long-term portfolio has historically returned roughly 6–8% before inflation. Use a conservative figure and treat the projection as a range, not a guarantee — markets are volatile year to year.