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For Dan Harding
Age
43 years old
Qualified Assets
$1,000,000
Non-qualified Assets
$500,000
Retirement Timeframe
10 years
Estimated Gross rate of return
6%
Life expectancy
42 years
How things are currently
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
With Slam Dunk!
Current Retirement assets
$1,000,000
Current Non-Qualified Investments
$500,000
Est. out of pocket taxes paid
$40,000
Potential annual taxes
$12,000
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
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Out of pocket taxes saved
$360,000
Out of pocket taxes saved
$504,000
Taxes before
$400,000
40% tax bracket
Taxes after
$70,000
7% tax bracket
total out of pocket taxes saved
$864,000
put this plan into action
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