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Is Roth or Traditional better under my tax assumptions?

Compare paying tax now with paying tax when you withdraw.

Close call — both may make sense

Both have the same modeled result

Equal tax rates give equal results with the same before-tax saving budget.

Roth — after tax

$232,249

Traditional — after tax

$232,249

Difference
$0

For educational purposes only. ClearPath provides estimates and scenario comparisons based on the information and assumptions entered. Results are not financial, investment, tax, legal, or accounting advice and are not a guarantee of future results.

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Important assumptions & disclosures
  • Equal before-tax saving budget: Roth gets the amount left after today’s tax; Traditional gets the full amount then pays the entered rate at withdrawal. Rates are assumptions, not full tax returns. Eligibility and contribution limits are not determined.

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