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

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

When markets shift, experienced investors stick to their strategy.