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

The decision whether to buy or rent a home may have long-term implications.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Compare two different scenarios side by side to see how they stack up over time.