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

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

This worksheet can help you estimate the costs of a four-year college program.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.