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

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

Tax preparation may be the perfect time to give the household budget a check-up.

Help your clients with these practical steps to make the most of their six-figure income.