Daniel Porter, MBA's Profile Picture
DJR Financial Services, Inc.
Daniel Porter, MBA
Financial Planner
2480 Stearns Street
Simi Valley, CA 93063
805-715-3690
805-527-2430
Dan@DJRFS.com
www.DJRFS.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 - 2022$6,000$1,000
2023$6,500$1,000

IMPORTANT DISCLOSURES

Securities and investment advisory services offered through SagePoint Financial Services, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance offered through DJR Financial Services.  CA Insurance License # 0D71418

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