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

A letter of instruction provides additional and more personal information regarding your estate.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

This article will help your clients with blended families think and prepare their estate strategy.