|
|
Roth Analyzer
The Roth 401(k) Analyzer* is an Internet-based tool that allows you to:
- Learn about the tax advantages of a Roth 401(k).
- Compare the tax consequences of Roth vs. traditional
401(k) contributions, given your current and anticipated situation.
- Perform gap analyses to determine likely required account
balances to meet retirement income needs.
Features
- Easy-to-understand Roth 401(k) education.
- Ability to perform unlimited "what if" scenarios comparing
Roth vs. traditional 401(k) contributions.
- Simple, step-by-step guided analysis, as well as a detailed calculator.
- Ability to view Roth vs. traditional 401(k) decision from two perspectives:
(1) keep my take-home pay the same; (2) keep my contribution level the same.
*A Roth 401(k) option is not available on all plans. Please check with your plan administrator in regard to your particular plan's options.
|