Roth 401(k) Analyzer^sm

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.

Free Demonstration     Return Users     View Sample Reports

Pricing  The Roth 401(k) Analyzer is designed for use by individual consumer plan participants or professional advisors.  The first analyzer report is free; each additional report is $3.95. 

About the Analyzer  More than just a financial calculator, the Roth Analyzer is a report generator tool that permits advisors, HR and planning professionals, or plan participants themselves to prepare comprehensive analysis reports.

Each personalized analyzer report provides the participant with:

• Graphs that illustrate the participant's projected after-tax retirement distributions from his pre-tax account based on three different MTRs (marginal tax rates) compared to the projected tax-free retirement distributions from the Roth account.
• A schedule of contributions and distributions.

A supplemental report is also available which provides:

• A comparison of Pre-tax 401(k), Roth 401(k), and Roth IRA account features.
• A narrative of important facts and information for consideration to determine if the Roth 401(k) is preferable compared to a traditional pre-tax 401(k) for the participant, or appropriate as an optional feature for the plan sponsor.
• Frequently asked questions about the Roth 401(k).

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

Roth 401(k) Analyzer and Knowledgebase on your Website  Employer/plan sponsors and plan service providers can purchase the analyzer and knowledgebase for access via your website.  For more information, contact Barry R. Milberg

Free Demonstration     View Sample Reports

About the Analyzer's Developer  The Roth 401(k) Analyzer was developed by Barry R. Milberg, a 26-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.