Finance Calc App
retirement

Traditional IRA

A traditional IRA (Individual Retirement Account) is a tax-deferred retirement account. Contributions may be tax-deductible (depending on income and whether you have a workplace plan), and withdrawals in retirement are taxed as ordinary income.

Formula
Tax benefit: contribution × marginal tax rate = immediate tax savings
Example

Contributing $6,000 at a 22% marginal rate saves $1,320 in taxes now. That $6,000 grows tax-deferred until retirement.

The 2025 contribution limit is $7,000 ($8,000 if age 50+). Deductibility phases out if you or your spouse have a workplace retirement plan and your income exceeds certain thresholds ($79,000 single / $126,000 MFJ in 2025).

Traditional IRAs grow tax-deferred — you don't pay taxes on dividends, interest, or capital gains until you withdraw. Required Minimum Distributions (RMDs) begin at age 73 under SECURE Act 2.0.

Compared to a Roth IRA: traditional is better if you expect to be in a lower tax bracket in retirement than you are now (defer taxes from a high-rate year to a lower-rate year). Roth is better if you expect to be in the same or higher bracket later.

Put this into practice with our free calculator:

Open calculator →

Related terms

Roth IRA
A Roth IRA is a US individual retirement account funded with after-tax dollars. Investments grow tax-free, and qualified withdrawals in retirement are completely tax-free.
401(k)
A 401(k) is a US employer-sponsored retirement savings account. Contributions are pre-tax (traditional) or post-tax (Roth), grow tax-deferred or tax-free, and benefit from compound growth over decades.
Required Minimum Distribution (RMD)
A required minimum distribution (RMD) is the minimum amount the IRS requires you to withdraw from traditional retirement accounts (401k, traditional IRA) each year starting at age 73.
Compound Interest
Compound interest is interest calculated on both the initial principal and the accumulated interest from previous periods. It causes savings and investments to grow exponentially over time.

Frequently asked questions

What is Traditional IRA?
A traditional IRA (Individual Retirement Account) is a tax-deferred retirement account. Contributions may be tax-deductible (depending on income and whether you have a workplace plan), and withdrawals in retirement are taxed as ordinary income.
What is the Traditional IRA formula?
The formula is: Tax benefit: contribution × marginal tax rate = immediate tax savings — Example: Contributing $6,000 at a 22% marginal rate saves $1,320 in taxes now. That $6,000 grows tax-deferred until retirement.