Find your optimal Traditional vs Roth split. See the tax impact and projected retirement balances.
Your Contribution
$12,000
per year
Employer Match
$4,800
free money!
Projected at 65
$1,967,554
Annual Tax Savings
$2,880
High earners benefit more from Traditional contributions now. Lower brackets benefit from Roth.
$39,351
Estimated tax savings over your career from optimal strategy
Alistair can analyze your situation in depth, remember your numbers, and give you a customized plan.
What Alistair will see:
401(k) Analysis: $120,000/yr income, contributing $12,000/yr, with current balance $50,000.
Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.
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