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Paul Swift
Paul Swift
The Upstream Group President/CEO
http://ffgadvisors.com/paul-swift 614-589-7315

To get ahead, it is OUR OWN RESPONSIBILITY to educate and expose ourselves to the complex rules, risks, secrets and hidden traps governing the financial and economic world that we now live in. This cannot be done alone.

Roth 401(k) vs. Traditional 401(k)

Choosing between a Roth 401(k) and a Traditional 401(k) often comes down to one key question: when do you expect to pay a lower tax rate? Use this calculator to compare the potential future values of each account type based on your contribution amount, time horizon, expected rate of return, and tax rates.

Inputs

Remember, these results are hypothetical and for illustrative purposes only and do not represent the performance of any specific investment.

$0 $100,000
1 50
%

Results

Future Value of Roth 401(k)
$ 883,609
Future Value of Traditional 401(k)
$ 1,132,832
After-Tax Value of Traditional 401(k)
$ 883,609

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