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

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Taking your Social Security benefits at the right time may help maximize your benefit.