Roth 401k vs Traditional 401k Calculator for Excel
£8.00
Roth IRA or 401k? This template will answer your questions.
Works with Excel only
Top Features
- All DFY, simply add your details
- Charts for comparison and a clear answer
- Update for any year (2023, 2024, 2025, etc…)
Frequently bought together
This item: Roth 401k vs Traditional 401k Calculator for Excel
£8.00
£8.00
Original price was: £12.00.£9.60Current price is: £9.60.
Description
Should you invest in a Roth IRA/401k? Or a Traditional IRA/401k? This Excel download will help you estimate which is best for you.
All you need to do is:
- Input your age
- Retirement contributions, and
- Marital status (for tax calculations)
- Estimated retirement age
- Estimated retirement income
You’ll immediately see which option is best for you!
The challenge with most Roth IRA vs 401k calculators is the lack of comparison over the years.
With this Roth IRA calculator for Excel, you can check it for any year (with minor tweaks) and even track it over the years (simply duplicate the tab).
2 reviews for Roth 401k vs Traditional 401k Calculator for Excel
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ROBERTO SANCHEZ –
Great tool to help you make retirement decisions!
MJ Schrader –
Great Spreadsheet for planning my 401K. wish I could have ordered one that was 401K and IRA.