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Roth 401(k) Analyzersm

The first and only calculator that provides side-by-side graphic illustrations of projected taxable distributions from a pre-tax account at 3 different tax rates compared to the projected tax-free outcome from a Roth account.

Try it Now!     View Sample Reports    Return Users (User Dashboard)

About the Analyzer  More than just a financial calculator, the Roth 401(k) Analyzer V3.0 is a user-friendly report generator tool that permits advisors, HR and planning professionals, or plan participants themselves to select from 3 different reports (basic, annuity, or super-stretch) that illustrate how changes in the plan participant's future Marginal Tax Rate (MTR) impacts retirement benefit distribution outcomes.  Each report includes:

  • Graphs illustrating the participant's projected after-tax retirement distributions from a pre-tax account based on 3 different MTRs (marginal tax rates) compared to the projected tax-free retirement distributions from a Roth account.

  • A schedule of contributions and distributions.

  • An available supplemental report includes:

- A comparison of Pre-tax 401(k), Roth 401(k), and Roth IRA account features.

- Important facts for participants to consider in determining if the Roth 401(k) is preferable compared to a traditional pre-tax 401(k).

- Frequently asked questions about the Roth 401(k).

Roth 401(k) Knowledgebase  Plan Sponsors, Advisors and plan Participants may access this online reference source filled with technical information, examples, case studies, FAQs and much more. Learn more

Pricing

1-9 reports for $3.95 each

10 reports for $35.00 - Savings of $4.50

25 reports for $75.00 - Savings of $23.75

100 reports for $250.00 - Savings of $145.00

250 reports for $500.00 - Savings of $487.50

500 reports for $750.00 - Only $1.50 per report

1,000* reports for $1,000.00 - Only $1.00 per report

2,500* reports for $1,500.00 - Only 60 cents per report

*Access the Roth 401(k) Analyzer and Knowledgebase on your Website  For an additional cost (starting at $500), employer/plan sponsors and plan service providers can permit plan participants, advisors, or site visitors to access the analyzer and knowledgebase on their website.  For more information, contact Barry R. Milberg

Affiliate Marketing  Interested merchants should contact Barry R. Milberg

Try it Now!     View Sample Reports    Return Users

About the Analyzer's Developer  The Roth 401(k) Analyzer was developed by Barry R. Milberg, a 27-year veteran of the pension compliances services industry and his team of experienced pension administration professionals and systems developers at ERISA Expertise LLC.  Milberg, a noted author and acknowledged governmental compliance advocate is quoted on the benefits of the Roth 401(k) in Forbes and Newsweek magazines, the Wall Street Journal, Los Angeles Times, Miami Herald and the Philadelphia Inquirer, and on the websites Forbes.com, Registered Rep.com and BenefitNews.com.

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