Retirement

Roth 401(k) vs. Traditional 401(k)

Inputs

Annual Contribution

$0$100,000

Years to Retirement

150

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

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

For many, retirement includes contributing their time and talents to an organization in need.

Use this article to start conversations about the “backdoor” Roth IRA strategy.