FinanceGuide
Long-horizon modeling

Retirement models

Project 401(k) growth with employer matching, then model Roth IRA and HSA contributions across your chosen time horizon.

Year 0 Year 10 Year 20 Year 30

Illustrative compounding curve — actual growth depends on contributions, match, and market performance.

401(k) growth model

$
%
%
%
$
%

Roth IRA projection

$
%

Qualified Roth IRA withdrawals in retirement are generally tax-free, since contributions are made with after-tax dollars.

HSA projection

$
%

HSAs offer a triple tax advantage: pre-tax contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses.

Saved locally to this browser

Clear assumptions, every time

  • Returns are compounded monthly and assumed constant — real markets fluctuate year to year.
  • Roth IRA and HSA contributions are modeled using the entered contribution amount.
  • Figures are pre-tax where applicable and don't account for future contribution limit changes.
  • These are planning projections. Markets fluctuate, and results are not guaranteed.
A couple reviewing paperwork and a laptop at their kitchen table