401k Calculator

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401k Calculator
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Frequently Asked Questions

How much should I contribute to my 401k each year?

At minimum, contribute enough to capture your full employer match — that is free compensation. Beyond that, aim for 10 to 15 percent of your gross salary. Starting in your 20s at even 6 to 8 percent gives compound interest decades to work, potentially building a seven-figure balance by retirement.

What is the 401k contribution limit for 2025?

For 2025, employees can contribute up to $23,500. Workers aged 50 to 59 or 64 and older can add a $7,500 catch-up contribution, totaling $31,000. Employees aged 60 to 63 qualify for a new super catch-up of $11,250 under the SECURE 2.0 Act, bringing their total to $34,750.

What happens to my 401k if I leave my job?

You can leave the balance in the former employer's plan, roll it into your new employer's 401(k), or transfer it to a traditional IRA. Avoid cashing out — if you are under 59½, you will owe income taxes plus a 10% early withdrawal penalty, which can erase 20 to 30 percent of the balance immediately.

At what age can I withdraw from my 401k without penalty?

You can make penalty-free withdrawals starting at age 59½. Required Minimum Distributions must begin at age 73 under current law. The Rule of 55 allows penalty-free withdrawals at 55 if you leave your employer in or after the calendar year you turn 55, but only from that employer's plan.

Is a Roth 401k better than a traditional 401k?

It depends on your tax bracket. A Roth 401(k) is typically better if you are younger, in a lower tax bracket now, or expect higher income in retirement — withdrawals are tax-free. A traditional 401(k) is better if you want to lower your taxable income today and expect a lower tax rate when you retire.

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