401(k) vs. No 401(k) Analysis

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uploaded by Brandon Hall

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This is a model I threw together to let you see how your own 401(k) must perform in order to justify investing in a 401(k). This model assumes tax brackets never changes, which of course is impossible.

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Comments

Thanks for the awesome tool! Was looking for something like this to evaluate investing in equities through a 401k vs real estate. Now I need to add more tax benefits of real estate + CA state income tax to the model :D

Paul Faryna | over 9 years ago