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.

Age

First

Last

Annual Income

Deferral %

Interest Rate

Filing Status

Exemptions

State


Annual Salary Increase %

Mariginal Tax Rate @ Retirement

*

Comparison Type

Leveled Contribution

Leveled Take Home Pay

* Entering 0 will automatically calculate estimated rate.