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.

First

Last

Age

Annual Income

Deferral %

Interest Rate

Filing Status

Exemptions

State

 

Annual Salary Increase %

Comparison Type

Leveled Contribution

Marginal Tax Rate @ Retirement

*

Leveled Take Home Pay

* Entering 0 will automatically calculate estimated rate.