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For Dan Harding

Age

43 years old

Retirement age

70 years old

Qualified Assets

$1,000,000

Non-qualified Assets

$500,000

Retirement Timeframe

20 years

Conservative Estimated Rate of Return

6%

Without RothPLUS

Current Retirement Assets

$1,000,000

Current Non-Qualified Investments

$500,000

TAXES & EXPENSES PAID BY INVESTOR

$2,292,387

ANNUAL AFTER-TAX INCOME IN RETIREMENT

$301,215

ANNUAL AFTER-TAX legacy for heirs

$0

total after-tax value of the plan

$5,421,870

Taxes before

$400,000

40% tax bracket

Taxes after

$70,000

7% tax bracket

with RothPLUS

Current Retirement Assets

$1,000,000

Current Non-Qualified Investments

$500,000

TAXES & EXPENSES PAID BY INVESTOR

$80,000

ANNUAL AFTER-TAX INCOME IN RETIREMENT

$343,834

ANNUAL AFTER-TAX legacy for heirs

$811,753

total after-tax value of the plan

$7,000,765

Taxes before

$400,000

40% tax bracket

Taxes after

$70,000

7% tax bracket

put this plan into action

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