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Roth TSP projection calculator

Project Roth and Traditional TSP balances.

Rule snapshot
Reviewed
Primary sources
TSP, IRS and OPM 2026 rules
Privacy
Inputs stay in this browser — no TSP account login

Enter your details

More inputs and assumptions

Traditional and Roth combined.

Used only for the 2026 Roth catch-up flag.

Planning assumptions

A model input, not an IRS forecast.

Your projection will appear here.

What the projection separates

One return applies to every source. Tax labels and deposit ownership stay distinct.

  1. 01

    Roth employee money

    The current Roth balance and future employee election grow as one Roth source.

  2. 02

    Traditional agency money

    Eligible automatic and matching contributions enter the Traditional source by pay period.

  3. 03

    Nominal and today-dollar totals

    The result shows the entered-return balance and an inflation-adjusted planning value.

Deciding between tax treatments? Compare equal employee deposits or equal current take-home cost.

Compare Roth vs. Traditional TSP

Roth TSP projection FAQ

Are FERS agency contributions deposited as Roth TSP money?

No. TSP says Agency Automatic (1%) and matching contributions enter the Traditional balance, even when the employee contribution is Roth. This projection keeps those agency dollars in the Traditional result.

Do Roth and Traditional TSP contributions share one limit?

Yes. Roth and Traditional employee contributions share the annual elective-deferral and age-based catch-up limits. For 2026, the regular employee limit is $24,500, with separate catch-up amounts when eligible.

Is the projected Roth balance tax-free at withdrawal?

Not automatically. IRS qualified-distribution rules generally require the designated Roth account's five-tax-year period and a distribution after age 59½, disability, or death. This calculator projects balances and does not determine whether a future withdrawal is qualified.

How is this different from the Roth versus Traditional calculator?

This page follows one Roth employee election and projects Roth and Traditional account sources over time. The comparison calculator tests Roth against Traditional using current take-home cost and future withdrawal-tax assumptions.

Does FedUp.work receive my TSP balances or salary?

No. The projection runs in your browser and does not connect to your TSP account, payroll office, IRS, OPM, or FedUp.work account data.