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

What is your plan for health care during retirement?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Don’t overlook the need for renter’s insurance if you rent your home.