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

Around the country, attitudes about retirement are shifting.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Review your legacy approach regularly, particularly following significant life events or legislative updates.