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Roth Calculator

The purpose of this calculator is to illustrate the comparison of accumulated balances at a chosen age between contributions made to a Roth investment (after-tax) and a 401(k) contribution (pre-tax), and then to further show the variability of those balances at different assumed tax rates in the future for the 401(k) contribution projection.

Your Balances at Projected Retirement Age

Projected Balance if contributed to Roth:

Projected Balance if contributed to a 401(k):