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For Dan Harding

Age

43 years old

Life expectancy

42 years

Qualified Assets

$1,000,000

Non-qualified Assets

$500,000

Retirement Timeframe

10 years

Conservative Estimated Rate of Return

6%

Without QPRtechnique

Current Retirement Assets

$1,000,000

Current Non-Qualified Investments

$500,000

Current Taxes Owed at 40%

$400,000

Potential Annual Taxes

$12,000

after tax value of account

$600,000

Estimated lifetime taxes

$504,000

Taxes before

$400,000

40% tax bracket

Taxes after

$70,000

7% tax bracket

with QPRtechnique

Current Retirement Assets

$1,000,000

Current Non-Qualified Investments

$500,000

Est. Taxes Paid Out-of-Pocket

$40,000

Tax-free Income year 10

$60,000/year

plus 2.5% growth in income each year after that

Value of Non-Qualified in Roth IRA

$500,000

Out of pocket taxes saved

$360,000

Out of pocket taxes saved

$504,000

total out of pocket taxes saved

$864,000

put this plan into action

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