401(k) Spend It or Save It Calculator

401(k) Spend It or Save It Calculator

There are several ways to manage your 401(k) balance when you leave an employer. The most fundamental of which is should you spend it or save it? Depending on your age and tax bracket, making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. This calculator helps illustrate the difference.

IMPORTANT: The projections or other information generated by the 401(k) Spend It or Save It calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.