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Tony Jones
Planning toolTony Jones Financial

Roth vs. traditional — see the difference for you

Compare after-tax outcomes with your own growth and tax-rate assumptions. The result turns on one thing — whether your tax rate is higher or lower when you withdraw. Educational only, not tax advice.

Educational only. Not tax or legal advice. See Disclosures.

$6,000
30 yrs
6.0%
24.0%

Your assumed marginal rate today.

22.0%

Your assumed rate when you withdraw.

Hypothetical illustration — educational only

Traditional comes out ahead by $9,487

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Educational only. Not tax or legal advice. See Disclosures.

A clearer next step

Turn the numbers into a plan

These tools give you a directional read. A short conversation turns it into a coordinated strategy built around your situation.

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Educational only. Not tax or legal advice. See Disclosures.