Roth Analyzer
This tool will help you determine whether to save to your regular or Roth 401(k) account.
Based on your desired 401(k) savings level, this tool will compute your projected retirement balance and expected income for the available combinations of
regular and Roth contributions and display them in the table below. The tool will also allow you to do "what if" analysis under different tax and rate of return assumptions.
State and local taxes, insurance and other benefit plan deductions are not included in this analysis.
After you've entered / confirmed your information below, press "Calculate" to view your comparison results.
The calculators provide hypothetical examples and are not intended to represent past or future performance
of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any
individual. Rates of return will vary over time.
Those investments offering a higher rate of return also involve a higher degree of risk.