LKCS Calculators

Current Age

Retirement Age

Number of Years to Receive Income

Annual Contribution

$

Before-Tax-Return on Savings (Accumulation Phase)

%

Before-Tax-Return on Savings (Distribution Phase)

%

Income Tax Bracket (Accumulation Phase)

%

Income Tax Bracket (Distribution Phase)

%

Taxation of contribution options

1) Traditional 401(k) deductible account fully funded, contributions to Roth 401(k) non-deductible account are reduced
2) Full contribution made to Roth 401(k) non-deductible account, Traditional 401(k) account given a 'side-account' to reflect tax savings