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

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

To choose a plan, it’s important to ask yourself four key questions.