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Как да изчислим Roth vs Traditional IRA

Какво е Roth vs Traditional IRA?

Compares Roth and traditional retirement account tax implications based on current and expected future tax rates.

Формула

Roth benefit = Contribution * (Future Tax Rate - Current Tax Rate)

Ръководство стъпка по стъпка

  1. 1Enter contribution amount
  2. 2Input current and projected tax rates
  3. 3Compare total after-tax retirement values

Worked Examples

Вход
$7,000 contribution, 22% current tax, 24% future rate
Резултат
Roth advantage $140 in present value
Tax-efficient retirement planning

Common Mistakes to Avoid

  • Assuming tax rates won't change
  • Not considering income limits for contributions

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