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 sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.