Example of 401K Planner
Personal Information |
401K Contributions (per pay period) |
$50 |
401K Employer Contributions (per pay period) |
$5 |
Pay checks per Year (12, 24, 26, or 52) |
24 |
Estimated Yearly Rate of Return |
5.00% |
Age at end of Tax Year |
25 |
Estimated Retirement Age |
65 |
Current Value of 401K |
$1,200 |
Date of Current Value |
January 1, 2010 |
Year End Date |
December 24, 2010 |
Marginal Tax Rate (Federal + State) |
5.00% |
Tax Deferred 401K Plan Growth |
|
Taxable Savings Plan Growth Comparison |
Age |
Estimated 401K Value |
Age |
Estimated Savings Value |
25 |
$2,580 |
25 |
$2,576 |
30 |
$10,783 |
30 |
$10,690 |
40 |
$34,668 |
40 |
$33,878 |
65 |
$183,022 |
65 |
$173,827 |
Estimated Retirement Income - Retirement Age - 90 Years (before Taxes) |
Estimated Retirement Income - Retirement Age - 90 Years (before Taxes) |
Monthly income |
$1,070 |
Monthly income |
$1,016 |
Notes on 401K Planner Example
Fill in the Personal Information box with your 401K information.
The Tax Deferred 401K Plan, Taxable Savings Plan Comparison, and
the chart will be filled in automatically.
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