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Katie Blevins
Katie Blevins
Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) Financial Consultant
512-794-2384

Meet Katie, a dedicated financial consultant passionate about empowering clients through effective tax strategies and personalized financial planning. With a focus on reducing taxes and stress, she helps clients achieve peace of mind by simplifying complex financial decisions. Katie believes that strong, trusting relationships are the foundation of successful financial planning, and is committed to guiding clients every step of the way. Whether navigating retirement, investments, estate planning, business succession, or tax optimization, she is here to ensure your financial journey is smooth and rewarding. 


Simple 401k

Your company-sponsored retirement plan is one of your most powerful wealth-building tools. Understanding how your current contributions (and employer matching) compound over time is essential for a secure future. Use this tool to project your growth and see how small changes today can significantly increase your income potential.

Your Information

$
$0$500,000
$
$0$1,000,000
%
%
%
years
1 year50 years

Projected Retirement Savings

Estimated Total at Retirement
$0

Contribution Breakdown

Your Annual Contribution$0
Employer Match Contribution$0
Total Annual Contribution$0
Total Contributions Over Time$0
Total Investment Earnings$0

401(k) Growth Projection

Are you leaving money on the table? Maximizing your employer match is a "guaranteed" return, but your total 401(k) strategy should also account for tax diversification and investment selection. Let's look at your current allocation to see if it aligns with your risk tolerance and long-term retirement goals.

This is a hypothetical example used for illustrative purposes only. This worksheet provides estimates based on certain assumptions, including an employer match. The rate of return on investments will vary over time, particularly for longer-term investments. Investments that offer the potential for high returns also carry a high degree of risk. Actual returns will fluctuate.

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