Roth 401(k) vs Traditional 401(k) Tax-Equivalence Calculator
Compare the after-tax retirement balance from contributing the same gross dollar amount to a Roth 401(k) (taxes paid now...
Calculators and explainers tagged under Retirement.
Compare the after-tax retirement balance from contributing the same gross dollar amount to a Roth 401(k) (taxes paid now...
Compute how much annual income a retirement portfolio can support at a chosen safe withdrawal rate (commonly 4%).
Estimate the after-tax retirement balance of a Roth IRA given current balance, annual contributions, expected return, an...
Project the future balance of a 401(k) given salary, contribution rate, employer match, expected return, and years to re...
Compute the employer match you earn on a 401(k) given your salary, your contribution percentage, and the match formula (...
Project investment growth with regular contributions, any compounding frequency, and adjustable rate.
Find the periodic payment that will draw down a starting balance to zero over a chosen number of periods at a given rate...
Estimate the lifetime cumulative Social Security benefit from your monthly benefit at the claim age, your expected age o...
Compare the after-tax future value of contributing the same amount to a Roth IRA (taxed today, tax-free at retirement) v...
Estimate the Required Minimum Distribution (RMD) you must withdraw from a tax-deferred retirement account this year usin...
Project the future value of your current retirement balance plus annual contributions, then compare it against a target...
Estimate retirement balance at age 65 based on current savings, contributions, and expected return.
The same $250 a month looks unremarkable for a decade and then suddenly dominates the chart. Here is why compounding behaves that way.