Question
Stacy's account is a Roth 401(k). Her monthly salary is $5,000. Her account is empty; she is starting to make contributions this month. She will
Stacy's account is a Roth 401(k). Her monthly salary is $5,000. Her account is empty; she is starting to make contributions this month. She will contribute 5% of her salary to the 401(k) plan.
Her employer matches the account dollar for dollar up to the first 5% of her salary that she contributes. Stacy assumes these numbers will remain the same for the next 30 years. She expects to earn 11.5% on her investments in the Roth 401(k) plan.
What is her:
FV of Roth Portion of 401(k) |
Monthly Employer Matching |
FV of Matching Portion of 401(k) |
Taxable Portion of Future 401(k) Value |
Tax Free Portion of Future 401(k) Value |
Can you help me figure out how to calculate these in excel please? I am trying to learn how to do it. Thank you!
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