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

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

There are benefits and limitations when you decide to donate stock.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.