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1 The amount of taxes saved depends on your federal and state personal income tax rates. 2014 contribution limit for tax-deferred funds into a 401(k) plan is $17,500 ($23,000 for those age 50 or older). Savings calculation assumes you are in the 28% tax bracket.
2 Morningstar Managed Plan Solutions is offered by Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. All investment advisory services available with respect to The Online 401(k) for Costco members are provided by Morningstar Investment Services, Inc.
Morningstar, Inc. and/or its subsidiaries are not affiliated with The Online 401(k) for Costco members or its affiliates.