Kautz Financial
Daniel A Kautz
1961 Wehrle Drive
Suite 9
Amherst, NY 14221
716-276-8477
716-276-8481 (Fax)
dkautz@americanportfolios.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

*Must be at least one year greater than your current age and less than 71

*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)
2013 - 2018$5,500$1,000


Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned. This communication is strictly intended for individuals residing in the state(s) of FL, MI, NC, NY and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.