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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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