Traditional IRA Calculator

Calculate your traditional IRA growth and retirement savings with tax benefits

IRA Details

Ready to Calculate

Enter your IRA details to see retirement projections and tax benefits.

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How to Use This Calculator

1

Enter Your Current Information

Input your current age, planned retirement age, and any existing IRA balance you may have.

2

Set Your Contribution Amount

Enter your planned annual contribution amount. For 2024, the limit is $7,000 ($8,000 if you're 50 or older).

3

Choose Expected Return Rate

Set a realistic expected annual return rate. Historical stock market averages are around 7-10% annually.

4

Input Tax Rate Information

Enter your current marginal tax rate and your expected tax rate in retirement to see the tax benefits.

5

Review Your Projection

Analyze your projected retirement balance, tax savings, and estimated monthly withdrawal amount.

6

Adjust and Compare

Try different contribution amounts and return rates to optimize your retirement savings strategy.

Traditional IRA Tips

1

Contributions to a traditional IRA may be tax-deductible, reducing your current taxable income

2

Your investments grow tax-deferred until you withdraw them in retirement

3

Required minimum distributions (RMDs) begin at age 73

4

Early withdrawals before age 59½ may incur a 10% penalty plus taxes

5

Consider your current vs. future tax bracket when choosing between traditional and Roth IRA

6

Maximize employer 401(k) matching before contributing to an IRA

7

The annual contribution limit for 2024 is $7,000 ($8,000 if age 50+)

8

You can contribute to an IRA until the tax filing deadline for that year

Frequently Asked Questions