Cape Cod Financial Services

695 Attucks Lane, Hyannis, MA
3878 Falmouth Road, Marstons M

508-568-3400
https://www.mycapecodbank.com/
 
 




Traditional vs. Roth IRA Calculator
Traditional vs. Roth IRA Calculator

Both traditional and Roth IRAs feature tax-sheltered growth of earnings. And both potentially give you a wide range of investment choices. However, there are important differences between these two types of IRAs. Assuming that you qualify to make both Roth IRA contributions and deductible contributions to a traditional IRA, the most appropriate choice depends on your personal financial situation. Use this calculator as a starting point in your analysis.


Years

*How old you will be as of December 31st of this year (maximum: 99)

*Must be at least one year greater than your current age (maximum: 100)

*This overrides annual IRA contribution entry

$


Contribution limits:

Tax year beginning inContribution limits (under age 50)Additional catch-up contribution limits (age 50 or over)
2019 - 2021$6,000$1,000


Investment and insurance products and services are offered through INFINEX INVESTMENTS, Inc. MemberĀ FINRA/SIPC. Cape Cod Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021.