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Traditional 401(k) versus Roth 401(k) Janet has decided to contribute to a savings program. She can open a traditional 401(k) or a Roth 401(k) and

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Traditional 401(k) versus Roth 401(k) Janet has decided to contribute to a savings program. She can open a traditional 401(k) or a Roth 401(k) and has determined that she can afford a $14,400 contribution. Janet's salary is $106,500 per year, and she is in the 32% tax bracket. If Janet decides to go with a traditional 401(k), her contribution amount will be And the amount offset via a reduced tax bill will be If, instead, Janet decides to go with a Roth 401(k), her contribution amount will be And the amount offet vis a reduced tax bill will be Assuming all the same facts, suppose that Janet decides to open both 401(k) plans, splitting what she can afford to contribute equally between both pibns. Under this scenario, Janet's contribution amount will be And the amount offset via a reduced tax bill will be When Janet retires, which plan's monies will she be able to exclude from taxable income? Compounding Interest You know that paying yourself by depositing money in a savings account is a prudent start to your retirement plan, You determined that, based on your other obligations, you can save $7,000.00 per year via an annual, single year-end deposit. You are 40 years old now, so your money will grow for the next 25 years until you turn 65 . You will open a sayings account at the US Bank branch near your home, Its savings accounts are paying 6% interest. The following table shows the future value factors for various periods and interest rates: Complete the following table by entering relevant values. Then use the table of future value factors to calculate the value of this nest egg. Complete the following table by entering relevant values. Then use the table of future value factors to calculate the value of this nest egg. What will be the value of this money in 25 years? (Note: Round to two decimal places.) You began saving at age 40 . If you had started five years earlier, so that your funds would grow for years, what would your nest egg be worth, assuming the same interest rate and annual savings amount? (Note: Round to two decimal places.) Suppose that a new bank in town offers 8% interest. How much would your yearly deposits be worth if you open a savings account there, assuming that your funds are invested for 25 years and all other factors remain the same? Complete the following table by entering relevant values. Then use either the table of future value factors, the future value formula, or your financial calculator to calculate the value of this nest egg. (Hint: Remember that the fVA factor is based on the new interest rate: now.) What will be the value of this money in 25 years? (Note: Round to two decimal places.) Again, if you had started your savings program five years earlier, what would your nest egg be worth, assuming that your funds were invested at this

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