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Example of 401K Planner

401K Planner


Name
Date


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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Download Excel Version of 401K Planner Example
Download Example 401K Planner Excel Template