Roth 401(k) vs. Traditional 401(k)
Choosing between a Roth 401(k) and a Traditional 401(k) often comes down to one key question: when do you expect to pay a lower tax rate? Use this calculator to compare the potential future values of each account type based on your contribution amount, time horizon, expected rate of return, and tax rates.
Inputs
Remember, these results are hypothetical and for illustrative purposes only and do not represent the performance of any specific investment.
Results
Have A Question About This Topic?
Related Content
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.