Roth 401(k) vs. Traditional 401(k)
Choosing between a Roth 401(k) and a Traditional 401(k) often comes down to one key question: when do you expect to pay a lower tax rate? Use this calculator to compare the potential future values of each account type based on your contribution amount, time horizon, expected rate of return, and tax rates.
Inputs
Remember, these results are hypothetical and for illustrative purposes only and do not represent the performance of any specific investment.
Results
Have A Question About This Topic?
Related Content
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.