Roth 401(k) vs. Traditional 401(k)

Inputs

Annual Contribution

$0 $100,000

Years to Retirement

1 50

Annual Rate of Return (%)

%

Current Tax Rate (%)

▼

Expected Retirement Tax Rate (%)

▼

Future Value of Roth 401(k)

$ 883,609

Future Value of Traditional 401(k)

$ 1,132,832

After-Tax Value of Traditional 401(k)

$ 795,248

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Net Unrealized Appreciation and how it affects tax responsibilities.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.