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
Future Value of Roth 401(k)
$
883,609
Future Value of Traditional 401(k)
$
1,132,832
After-Tax Value of Traditional 401(k)
$
883,609
Have A Question About This Topic?
Related Content
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.