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

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What role would taxes play in your investment decisions?

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.