Show/Hide Toolbars

The Retirement Analysis Kit Help File

If the retirement plan includes a Roth account, it may be configured on this tab. Additionally, employer matching Roth contributions (that are deposited to the pre-tax account) may be configured on this tab.

CustomRetirePlanRothAct

If the matching configured on the Employer Contributions tab is used for both pre-tax and Roth contributions, click the Employer's Matching Contribution includes Employee's Contribution to the Roth Account check box. In this case, no additional configuration is required for the employer's matching.