Roth IRA Calculator

See the tax-free growth advantage of a Roth IRA over an ordinary taxable account.

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Estimate the true cost of a 401(k)/403(b) loan by comparing lost investment growth against your repayments.

Project the combined retirement nest egg for two working spouses with separate savings and contributions.

Compare the tax on a Net Unrealized Appreciation (NUA) stock distribution against rolling employer stock into an IRA.

See whether your current savings plan will reach your retirement goal — and the gap if it falls short.