Will Taxes Be Higher or Lower?

This tool compares and contrasts results of the Traditional IRA and the Roth IRA

If the client expects higher tax rates rates at retirement, paying current tax rates now and investing in a Roth IRA may be advisable. Conversely, if they expect lower tax rates during retirement, it may be more prudent to defer paying taxes at the current rates utilizing the benefits of the Traditional IRA.

Enter the client's assumptions to project hypothetical results for each plan scenario.  You will notice that both results are identical if tax rates are the same during accumulation and distribution.

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No math is presented on this screen.