401k Calculator

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401(k) Savings Calculator  tt6>==???"vertex&"com=Ca!cu!ators= tt6>==??? "vertex&"com=Ca!cu!ators=&0'$,savings,ca!cu!ator &0'$,savings,ca!cu!ator"tm "tm!!

© 2008-201% Vertex42 LLC

Using This Worksheet

401(k) Plan Assumptions

Summary of Results 35

Current Age

30

 Y  Years ears to Invest Invest

Age at Retirement #5 Balance and Salary

 +  +

Current &0'($) *a!ance Currentt Annua! Sa!ar% Curren

cec$ to ensure tat %ou are not contributing

-m6!o%er 7aximum (4 of sa!ar%)

more tan te &0'($) Limit"

#/5'31 22/1 Set Chart !A"is to a #i"e$ %alue

Total Contributions

'0"004 50"04 #"04

4 of Sa!ar% to Contribute

 +  +

-stimated .a!ue After 30 Years -nding Sa!ar%

Contributions -m6!o%er 7atc (4 of contrib")

NOT factored into te ca!cu!ations" You must

Future Value

, 50000 "04

Annua! Increase in Sa!ar%

 Taxe  Taxes s and IRS Contribution Limits a are re

 +  +  +

 Y  Your our Contributions -m6!o%er Contributions  T  Tota! ota! Contributions

en ma$ing com6arisons using te gra6

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