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Paano Kalkulahin si Roth vs Traditional IRA

Ano ang Roth vs Traditional IRA?

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

Pormula

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

Step-by-Step na Gabay

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

Mga Nalutas na Halimbawa

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

Mga Karaniwang Mali na Dapat Iwasan

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

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