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401(k) Retirement Calculator

Calculate 401(k) retirement savings and employer match contributions.

401(k) Retirement Calculator

Calculate 401(k) retirement savings and employer match contributions.

Enter values to see results

What is a 401(k) Retirement Calculator?

A 401(k) retirement calculator helps you estimate how much your retirement savings will grow over time based on your current balance, annual contributions, employer matches, and expected return rates. This tool is essential for planning your financial future and ensuring you have enough savings for retirement.

By inputting your current 401(k) balance, annual salary, contribution percentages, and expected return rates, you can see how your savings will accumulate over the years until retirement.

How to Use the 401(k) Retirement Calculator

To use the calculator, simply enter your current 401(k) balance, annual salary, your contribution percentage, employer match percentage, expected return rate, and the number of years until retirement. The calculator will automatically compute your future value based on these inputs.

Future Value = Current Balance * (1 + Rate) ^ Years + Annual Contribution * (((1 + Rate) ^ Years - 1) / Rate)

FAQs

Here are some frequently asked questions about 401(k) retirement savings:

  • What is a 401(k)? A 401(k) is a retirement savings plan sponsored by an employer that allows employees to save and invest a portion of their paycheck before taxes are taken out.
  • How much should I contribute to my 401(k)? Financial experts recommend contributing at least enough to get the full employer match, if available, and aim for 10-15% of your salary if possible.
  • What happens to my 401(k) if I change jobs? You can typically roll over your 401(k) into a new employer's plan or into an individual retirement account (IRA) without incurring taxes.

Frequently Asked Questions

What is the contribution limit for a 401(k) plan?

The IRS sets annual contribution limits for 401(k) accounts, which can vary each year based on inflation.

How does employer matching work?

Employer matching varies by company; some match dollar-for-dollar, while others offer a percentage of what you contribute.

Can I withdraw from my 401(k) before retirement?

While possible, early withdrawals typically incur penalties and taxes unless specific criteria are met.

What happens to my 401(k) when I change jobs?

You may leave it with your former employer, roll it into a new employer's plan, or convert it to an individual retirement account (IRA).

How can I increase my 401(k) investment growth?

Choosing a diversified portfolio and regularly contributing can enhance growth. Working with a financial advisor may also help.

Meet the Expert

Investment Pro

Investment Pro

Certified Financial Planner

Investment Pro is a CFP specializing in investment strategies and retirement planning.