Tested Templates & Toolstested before it ships

● Free tool · retirement

Roth vs traditional calculator: which leaves you more?

Enter your contribution, years to retirement, return and your tax rates now and in retirement. See what a Roth and a traditional 401(k) or IRA each leave you to spend after tax, and the retirement tax rate at which Roth starts to win.

✓ TestedSame model as the tested Roth vs traditional spreadsheet
Compare with the same
Leaves you more to spend–
TraditionalRoth

How it works

Contributions go in at the start of each year and grow at the return. Traditional money is taxed at your retirement rate when you withdraw it; Roth money comes out tax-free. With the same contribution, the tax a traditional contribution saves you today is invested in a taxable account, and its growth is taxed at the end. With the same take-home cost, the Roth contribution is smaller because it is paid from after-tax money; at equal tax rates both come out exactly the same. The break-even rate is the retirement tax rate at which both leave the same amount.