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Roth 401k Analysis

The Roth 401(k) Analysis Tool generates detailed analyses of take-home pay impact, contribution percentages, and multiple and future tax situations. Just fill in the spaces below, then click “view” to receive your analysis in printable pdf format.




Annual Income

Deferral %

Interest Rate

Filing Status




Annual Salary Increase %

Comparison Type

Plan Type

Leveled Contribution

Roth 401(k)

Leveled Take Home Pay

Roth 403(b)



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