Tax & Retirement Calculators

Before you invest, explore your options and test your strategies using different variables and find out what you need for retirement.

“In addition to offering you the ability to trade during regular market hours, you can trade before and after hours sessions from 8:00 a.m. - 9:28 a.m. and from 4:00 p.m. to 7:30 p.m. ET, Monday - Friday.”

Muriel Siebert & Co., Inc. 
Serving Investors 50 Years

IRA Selector Calculator


Welcome to the IRA Selector™. Should you use a Traditional IRA or a Roth IRA to save for retirement? The answer to that question depends on a number of factors. The IRA Selector contains educational information and three calculators to help you evaluate which type of IRA will provide the greatest amount of income at retirement taking into consideration the pretax and after-tax effects of the these options.

Learn AboutArrow
This section answers frequently asked questions about the differences between Traditional and Roth IRA contributions and distributions.

Basic ComparisonArrow
Estimate and compare how much retirement income each type of IRA will generate.

Legacy Planner Arrow
If you do not need to distribute IRA assets for retirement income, the Roth IRA can be used as an effective wealth accumulation tool. Projections are provided for both first and second generation heirs.

Breakeven AnalyzerArrow
Find the specific breakeven point at which one type of IRA becomes more beneficial than the other. This is based on the rate of return, retirement tax rate, or retirement age.

This tool is designed for educational purposes only. It is not intended to be used as investment or tax advice. Because each individual's financial circumstances are unique, you should seek competent professional tax advice before deciding on any IRA option. By using this software, you agree to our Terms and Conditions.

  • 50
    Serving investors for 50 years.
  • 1 on 1
    Work one-on-one with our Investment Advisors.
  • 11
    Siebert branch offices nationwide.
  • $11 Billion
    Worth of assets firm-wide.

Siebert 800-872-0444      

Electronic trading poses risk to investors due to system response, trade executions and account access availability that may vary due to a variety of factors, including trading volumes, market conditions, system performance, market data delays and other factors. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Rates, commissions and fees listed here are subject to change at any time. Testimonials may not be representative of the experience of other clients and are no
guarantee of future performance or success. 

Muriel Siebert & Co., Inc.

Member NYSE, FINRA and SIPC. Est. 1967. Nasdaq symbol SIEB.
Check the background of this firm on FINRA's BrokerCheck

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