See how contributing to your 401(k) will impact your take home paycheck
See why it is important to invest in ways that will compensate for the effect of inflation over time
Determine which IRA is suitable for you and compare Traditional vs. Roth IRAs
See the benefit of starting to invest early for your retirement goal
See how Roth 401(k) and pretax contributions impact your retirement savings
See the power that time and regular contributions can have on your retirement savings
This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
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Standard assumptions for investment returns are 5%, standard assumption for inflation is 3%.
The calculators provided on this page do not take into account plan-specific requirements or provisions. If you have questions about your retirement plan(s), you can refer to your plan's Summary Plan Description (SPD) or contact 1-855-JPM-PLAN (1-855-576-7526) for more information.
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