Saver Scenarios

To help you consider what’s right for you, here are some sample illustrative scenarios.

These examples are hypothetical, not reflective of any particular investor or investment, and are not provided as advice. You should consult with your tax professional and/or financial professional if you are seeking advice as to which contribution option is best for you.

Scenario 1: Jada 25 years old Expects to pay higher taxes in retirement Chooses Roth 401(k) contributions > Learn More

Scenario 2: Marty 50 years old Expect to pay lower taxes in retirement Chooses pre-tax and Roth 401(k) contributions > Learn More

Scenario 3: Sara 40 years old Has other savings considerations Chooses pre-tax contributions > Learn More

Scenario 4: Art 60 years old Has built substantial pre-tax savings Chooses pre-tax and possible Roth 401(k) contributions > Learn More