THE CHOICE IS YOURS.  
  WHICH RETIREMENT VEHICLE IS BEST FOR YOU?  
     
  The purpose of this page is to show which investment provides the best after tax return for retirement: traditional IRA, Roth IRA, Non-deductible IRA or no IRA.  
 
  Amount available for investment per year   enter dollar amount  
  Your current marginal tax rate   enter as decimal  
  Estimated marginal tax rate at retirement   enter as decimal  
  Dividends received - all dividends are assumed to be "qualified dividends" - all investments assumed in equities   enter as decimal  
  Qualified dividend tax rate before retirement   enter as decimal  
  Percentage of growth of asset value   enter as decimal  
  Capital gain tax rate at retirement   enter as decimal  
           
  This calculation is for information purposes only. There can be reasons other than those in this calculation for making an investment choice.  Please consult your investment advisor before making any investments.  
           
   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
     
 
 
 
  34 Southwest Park  
 
  Westwood, MA 02090  
    (781) 407-0300  
    www.gggcpas.com  
   
   
   
  Please refer your comments to:           mkoppel@gggcpas.com