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

Bonds may outperform stocks one year only to have stocks rebound the next.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.