IRAs - Traditional vs. Roth Worksheet

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This calculator compares a Traditional IRA to a Roth IRA.

Footnotes

  1. Contributions to Roth IRAs and deductibility of contributions to traditional IRAs may be limited by adjusted gross income.
  2. Use the IRA - Allowable Contribution Options worksheet to determine the maximum allowable contribution.
  3. The calculation assumes that any contribution to a traditional IRA will be deductible and the tax savings will be invested in an after-tax account earning ordinary income that is taxable when withdrawn during retirement.

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