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

Net Unrealized Appreciation and how it affects tax responsibilities.

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.