DJR Financial Services, Inc.
Daniel Porter, MBA
Financial Planner
2480 Stearns Street
Simi Valley, CA 93063
805-527-2430
dan@djrfs.com
www.DJRFS.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
2019$6,000$1,000


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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.