Qualified Plan

Help clients understand the whole truth about their qualified plan

This calculator provides a graphic overview of the whole truth about any tax-deductible retirement plan – 401(k), 403(b) IRA, etc. – illustrating the costs to fund them, the fees that erode them, as well as the benefits of tax deferral and employer matches. It allows comparisons of different funding levels and different disbursement strategies. Possible ways to use it: You can graphically illustrate the impact of fees on long-term returns, demonstrate how income taxes will decrease the use of funds, or compare the potential results of funding “to” the match vs. beyond the match to see how the ROI would be affected. The Qualified Plan calculator allows clients to make an informed decision about the effectiveness of their current qualified plan.
Calc 9 qualified plan