Tyler Biberston
Tool 02

Roth IRA Projection

Contribute annually, let it compound tax-free, never pay taxes on the gains. Adjust the sliders and watch what time and consistency actually build.

Tool 02 · Roth IRALIVE

How much will your Roth IRA be worth?

Tax-free growth, for decades. Put in the numbers and see what compounding actually looks like.

$
1% (conservative)12% (aggressive)
1 yr50 yrs

Projected balance at year 30

$661,226

You put in

$210,000

Market added

$451,226

At 7% annual return, compounding does 68% of the work. Every year you wait costs you the most expensive dollars in the stack.

How this works

The calculator uses a future value of annuity formula, assuming you contribute the same amount at the end of each year and earn a consistent annual return. Real markets don't move in straight lines — but the long-run average of a broad index fund has historically landed around 7–10% nominal.

The 2025 Roth IRA contribution limit is $7,000/year ($8,000 if you're 50+). Income limits apply — phase-out begins at $150k (single) / $236k (married filing jointly) for 2025.

The biggest lever here isn't the return rate — it's years. Starting at 25 vs. 35 is often worth more than picking the "right" funds.

// Illustrative only. Not financial advice. Consult a qualified advisor for your situation.

One useful money thing, in your inbox.

A short weekly-ish breakdown — a tool, a tax move, a take. No fluff, no selling, no 47-email “funnel.”

// Weekly-ish. One useful thing. Unsubscribe anytime.