Roth IRA Rechner

Projizieren Sie das Wachstum Ihrer Roth IRA mit steuerfreien Auszahlungen.

2025 limit: $7,000/year ($8,000 if age 50+)

Estimated Roth IRA balance at retirement

$1.108.292

in 35 years (age 65)

Tax-free monthly income

$3.694/mo

4% rule - tax-free withdrawals

Initial balance

$10.000

Contributions

$245.000

Growth

$853.292

Contributions (22.1%)Growth (77.0%)

Roth advantage vs taxable account: $$237.940 more from tax-free growth.

Roth IRA Calculator: tax-free retirement withdrawals

A Roth IRA is an individual retirement account where you contribute after-tax dollars, but all qualified withdrawals in retirement are completely tax-free, including investment gains. For 2025, the contribution limit is $7,000 for those under 50 and $8,000 for those 50 and older ($1,000 catch-up contribution).

Unlike a traditional 401(k) or traditional IRA, there is no tax deduction when contributing, but the advantage lies in tax-free growth. Over a 30-35 year horizon, tax-free compound growth can result in hundreds of thousands of additional dollars compared to a taxable account.

The 4% rule suggests you can withdraw 4% of your portfolio in the first year of retirement and adjust for inflation each subsequent year, with a high probability of your money lasting at least 30 years. In a Roth IRA, these withdrawals are completely free of federal taxes, unlike a 401(k) where each withdrawal is taxed as ordinary income.

Häufig gestellte Fragen

What is a Roth IRA?

A Roth IRA is a retirement account where you contribute after-tax dollars. The money grows tax-free and all qualified withdrawals after age 59 1/2 are completely tax-free, including investment gains.

How much can I contribute to a Roth IRA in 2025?

The 2025 contribution limit is $7,000 if you are under 50, and $8,000 if you are 50 or older. Income limits apply: single filers above $161,000 MAGI have reduced limits.

What is the difference between Roth IRA and traditional IRA?

Traditional IRA contributions may be tax-deductible but withdrawals are taxed. Roth IRA contributions are not deductible but withdrawals are tax-free. Roth IRA has no Required Minimum Distributions (RMDs).

Can I withdraw from my Roth IRA early?

You can withdraw your contributions (not earnings) at any time without penalty or tax. Earnings withdrawn before 59 1/2 may incur a 10% penalty and taxes, with some exceptions.