2025 IRS limits • $7,000 / $8,000

Roth IRA Growth

Project tax-free retirement growth and your monthly income at withdrawal under the 4% safe-withdrawal rule.

Calculate Your Roth IRA Projection
All numbers in today’s dollars where indicated.

IRS cap: $7,000/yr (under 50).

8.0%
2.5%
Sponsored

Your Roth IRA Projection

35 years at 8% annual return.

Final Roth Value
$1,206,218
Total Contributions
$245,000
Tax-free Growth
$961,218
Monthly Income
$4,021
4% safe-withdrawal rule
Year-by-Year Growth
Balance, contributions, and inflation-adjusted value.

Get a Free Personalized Roth IRA Strategy Report

A tailored PDF with your final balance, monthly retirement income, year-by-year growth, and the 2025 IRS limit context.

By submitting, you agree to our educational-use disclaimer. Your info is never sold.

Education

What is a Roth IRA?

After-tax contributions

You pay income tax on contributions today; withdrawals are tax-free in retirement.

Tax-free growth

Earnings compound tax-free and qualified withdrawals avoid all federal tax.

No RMDs

Unlike traditional IRAs, Roth IRAs have no required minimum distributions in your lifetime.

A Roth IRA is a federally tax-advantaged retirement account funded with after-tax dollars. Qualified withdrawals — after age 59½ and 5+ years of account ownership — come out completely tax-free.

For 2025 the IRS caps annual contributions at $7,000 (under 50) or $8,000 (50+ catch-up). Income phase-outs may limit or eliminate direct contributions for high earners; a backdoor Roth conversion may still be an option.

Roth IRA FAQ