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Traditional & Roth IRA Comparison

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Review this breakdown of a Traditional and a Roth IRA and discover the similarities and differences between various features of each account.

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Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

Traditional and Roth IRA Comparison

Take control of your financial future.

  • Tax treatment on contributions, investments, and distributions
  • Eligibility requirements
  • Investment options
  • Required Minimum Distributions (RMDs)
  • and more

Access our latest infographic for a side-by-side comparison of each account, including features such as:

Can't decide between the two? It may be possible to have both a Traditional and a Roth IRA.

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(as of 12/31/17)

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Invest in real estate, notes, private equity, cryptocurrencies, stocks, mutual funds, foreign currency and more – all from one account.

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We have more than 35 years of experience with self-directed IRAs, 401(k)s, HSAs and other tax-advantaged plans. See why clients choose Equity Trust.

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