For Dan Harding
Age
Qualified Assets
Non-qualified Assets
Retirement Timeframe
Estimated Gross rate of return
Life expectancy
Current Retirement assets
Current Non-Qualified Investments
current taxes owed at 40%
Potential annual taxes
after tax value of account
Estimated lifetime taxes
Current Retirement assets
Current Non-Qualified Investments
Est. out of pocket taxes paid
Potential annual taxes
Tax free Income year 10
plus 2.5% growth in income each year after that
Value of Non-Qualified in Roth IRA
Out of pocket taxes saved
Out of pocket taxes saved
Taxes before
Taxes after
total out of pocket taxes saved
put this plan into action
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