IRA Comparison Calculator  
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The IRA comparison calculator allows you to compare how much money you might withdraw from a traditional IRA, a nondeductible traditional IRA and a Roth IRA, assuming the same contribution to each for the same amount of time.

  • Enter ballpark values by clicking on and dragging the diamond-shaped sliders left or right. Enter exact numbers by clicking on the number in the box on the right and type your number (no commas).

Annual Yield

This is the return you would expect to get on your investment until you begin withdrawing from it.

Current Tax Bracket

Enter your current income tax bracket.

Retire Tax Bracket

Enter your estimated income tax bracket at retirement.

Graph

Slide the black diamond at the bottom of the graph to the number that represents the years from now until your retirement. The values above the graph allow you to compare the accumulated savings based on the kind of IRA you might choose.


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