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Roth vs. Traditional

Pay tax now or pay tax later? The same out-of-pocket money, two tax treatments, one honest comparison of what you actually keep.

The contribution

Traditional gets the full amount (it's deductible). Roth gets what's left after tax now — same money out of your pocket either way.

Tax rates

The whole decision lives here. Many retirees land in a lower bracket than their peak earning years — but big balances, pensions, or higher future rates can flip it.

Roth: spendable at withdrawal
tax already paid
Traditional: spendable
Advantage
Break-even retirement rate
below it traditional wins; above it Roth wins

Spendable value vs. retirement tax rate

Roth Traditional

The Roth line is flat — its tax is already paid at today's rate. The dot marks your retirement-rate guess.

About this calculator

This Roth vs. Traditional calculator compares the two account types fairly by holding your out-of-pocket cost equal. It then applies your current and expected future tax rates to show which option leaves more spendable money in retirement.

Frequently asked questions

Should I choose Roth or Traditional?

Roth tends to win if your tax rate will be higher in retirement; Traditional wins if it will be lower. If they are similar, the difference is small.

How do tax brackets affect the choice?

Traditional contributions are deducted at today's rate and taxed on withdrawal; Roth is taxed today and tax-free later. The gap between those rates decides the winner.

Can I contribute to both?

Yes. Many savers split contributions to hedge against uncertain future tax rates, subject to the combined annual contribution limit.