401K Benefits Calculator

The purpose of our calculator is to familarize the user with the 401K retirement tax benefits calculations. The following images are samples of:

the additional benefits of employer contributions to your 401K plan (2 images)

a 401K Tax Deferral Investment in comparison to a Taxable Investment

the increase in your take home pay when comparing a 401K investment to a taxable investment a Lump Sum Rollover into an IRA

a two variable what-if analysis indicating the the effects of a higher rate of return and a longer investment time period on the future value of your 401K benefits

and a representation of the Rule of 72

Instructions are included

The calculator is formatted and runs in a Microsoft Excel spreadsheet (xls file extension)

401k calculator image

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Click on the Previous Image or Next Image links to view our 8 spreadsheet images

Free Download:401K Calculator  |

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