रोथ आईआरए कैलकुलेटर

अपनी रोथ आईआरए कर-मुक्त सेवानिवृत्ति बचत की गणना करें। कर-पश्चात डॉलर का योगदान करें और सेवानिवृत्ति में कर-मुक्त निकासी करें।

आपका विवरण

व्यक्तिगत जानकारी

आय एवं कर

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योगदान पात्रता निर्धारित करने के लिए उपयोग किया जाता है

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2024 की सीमा: $7,000 ($8,000 यदि 50+)

निवेश रिटर्न

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रोथ आईआरए प्रमुख लाभ

सभी विकास 100% कर-मुक्त हैं! अंशदान पर अभी कर का भुगतान करें, लाभ या निकासी पर कर का भुगतान कभी न करें।

Fill out the form to see your projected Roth IRA tax-free balance, monthly income, and comparison with Traditional IRA.

संपूर्ण उपयोगकर्ता मार्गदर्शिका

What is a Roth IRA?

A Roth IRA is an individual retirement account with after-tax contributions. All qualified withdrawals in retirement—including investment gains—are tax-free. There are no RMDs during your lifetime.

What Your Results Mean

Tax-Free Balance & Monthly Income

Your Roth balance at retirement is 100%% tax-free. Monthly income uses the 4%% rule; you keep every dollar.

Eligibility & Roth vs Traditional

Eligibility % shows how much you can contribute based on income limits. The comparison shows Roth (tax-free) vs Traditional (after-tax) at your expected retirement tax rate.

इस कैलकुलेटर का उपयोग कैसे करें

  1. Enter your age, retirement age, and filing status
  2. Enter annual income (MAGI) and current/retirement tax rates
  3. Enter current Roth balance and annual contribution (2024: $7,000 or $8,000 with catch-up)
  4. Set expected annual return. Click Calculate to see projections and Roth vs Traditional.

Formulas & Income Limits (2024)

Contribution limit $7,000 ($8,000 if 50+). Income limits: Single full under $146K, phased out by $161K; Married full under $230K, phased out by $240K. Balance grows tax-deferred; qualified withdrawals (59½+ and 5-year rule) are tax-free.

5-year rule: Roth must be open 5+ years for earnings to be tax-free (with 59½+).

महत्वपूर्ण नोट्स

  • Contributions can be withdrawn anytime; earnings before 59½ may be subject to tax and penalty.
  • For education only. Not financial or tax advice.

Roth vs Traditional & Backdoor

Roth: pay tax now, tax-free later—best if you expect same or higher tax rate in retirement. You can have both Roth and Traditional; combined contributions cannot exceed the annual limit. High earners over the income limit may use a Backdoor Roth (non-deductible Traditional then convert); consult a tax advisor.

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