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

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

See how increasing your 401(k) contributions today could affect your balance at retirement.

This article will help your clients with blended families think and prepare their estate strategy.