Taxable / Deferred / Tax-Free Growth

The same investment grows differently in three account types. See the after-tax result of each.

Your numbers

$
%
%
%

After-tax result

Roth (tax-free)
,
Roth uses after-tax dollars and is tax-free at withdrawal. Tax-deferred grows untaxed then is taxed at withdrawal. Taxable is taxed each year, reducing the compounding return. A simplified comparison of the same pre-tax amount.

Related calculators