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

Even the most seasoned investors have biases affecting their financial choices.

This checklist can give you a quick snapshot of how prepared you are.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.