Calculators

This calculator uses annual compounding. Annual deposits start today and the final withdrawal amount is available one year after the last deposit.

The after tax amount assumes that the Roth balance is taxed at retirement date, rather than as the funds are withdrawn.

Your actual qualifying contribution may differ significantly from the amounts listed above (for reasons such as income, filing status, employer benefits, and more). We strongly recommend that you consult your tax advisor before contributing to a retirement program. Qualifying contributions are usually limited as follows:

Year   Annual Contribution Limit

2002 through 2004 $3,000 per individual

2005 through 2007 $4,000 per individual

2008 through 2012 $5,000 per individual

2013 onward* $5,500 per individual

* Beginning in 2009, the contribution limit will adjust annually for inflation in $500 increments.

If you are age 50 or over, you may qualify for an additional catch-up contribution as follows:

Year Additional Catch-Up Contribution

2002 through 2005 $500 per individual

2006 onward $1,000 per individual

Your actual qualifying contribution may differ significantly from the amounts listed above (for reasons such as income, filing status, employer benefits, and more). We strongly recommend that you consult your tax advisor before contributing to a retirement program.

The information provided by these calculators is intended for illustrative purposes only and is not intended to purport actual user-defined parameters. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results.