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.

Contributing to a traditional or Roth 401(k)/403(b) retirement plan has tax implications for which neither CPI Qualified Plan Consultants, Inc. nor its representatives or employees can assume responsibility. If you have questions concerning your contributions, please consult your tax professional to determine their suitability.