To install: tap Share ↑ then "Add to Home Screen" for a native app experience.

Financial Tool

401k & Roth IRA Optimizer

Find the optimal split between Traditional 401k, Roth 401k and Roth IRA. See the after-tax value at retirement and which combination wins for your tax situation.

Current Age

Retirement Age

Annual Return (%)

Current Tax Bracket (%)

Expected Retirement Tax (%)

Annual Contribution ($)

Employer Match (% of salary, up to %)

Annual Salary (for match calculation)

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Add to Home Screen

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