The Roth(k) Comparison Projector™ simplifies contribution and conversion choices by helping determine the differences and advantages of pretax 401(k), Roth 401(k), Traditional IRA, and Roth IRA contributions and distributions. Its custom-branded appearance blends with an existing website to promote your brand.
 
  • Identifies and compares tax consequences of pretax and Roth contributions based on an individual's financial situation
  • Provides tools for retirement and estate tax planning
  • Makes decision-making easier with a step-by-step process
  • Includes educational information, calculators, projectors, and comparison tools
  • Offers an easy-to-use interface

 

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