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

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Have you explored all your options when it comes to managing your taxable income?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."