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@bramp
Created November 14, 2017 05:48
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401k/IRA flow chart
digraph "401k" {
label = "Assumptions - 2018 - Age < 50 - Single - Income > $135k - 50% company match of 401(k)\n";
"Pay Cheque (Pre-tax)" -> "Pre-tax 401(k)" [ label = "Max $18.5k*" ];
"Pay Cheque (After-tax)" -> "Roth 401(k)" [ label = "Max $18.5k*" ];
"Pay Cheque (After-tax)" -> "After-tax 401(k)" [ label = "Max $27.25k" ];
"Pay Cheque (After-tax)" -> "Bank Account (After-tax)";
"Bank Account (After-tax)" -> "Traditional IRA" [ label = "Max $5.5k" ];
"Pre-tax 401(k)" -> "Roth IRA" [ label = "Roth conversion\n(Pay Taxes)" ];
"Pre-tax 401(k)" -> "Traditional IRA" [ label = "Rollover" ];
"Traditional IRA" -> "Roth IRA" [ label = "Roth conversion\n(Backdoor)" ];
"After-tax 401(k)" -> "Roth 401(k)" [ label = "Rollover\n(Mega Backdoor)" ];
"After-tax 401(k)" -> "Roth IRA" [ label = "Rollover\n(Mega Backdoor)" ];
"Roth 401(k)" -> "Roth IRA" [ label = "Rollover" ];
}
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