Taxes on Returns and Appreciation
Initial Principal
Annual Return (Enter 5% at 5)
Annual Appreciation % (Enter 5% as 5)
Number of Years
Annual Return Tax Rate (Enter 35% as 35)
Appreciation Tax Rate (Enter 20% at 20)
Current Ordinary Income Tax Rate (Enter 30% as 30)
Ordinary Income Tax Rate Upon Withdrawal (Enter 32% as 32)
Final After-Tax Invested Amount in Taxable Account
Final After-Tax Invested Amount in Tax-Free Account
Final After-Tax Invested Amount in Tax-Deferred Account
Should be Empty: