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
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Your current marginal tax rate
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Estimated marginal tax rate at retirement
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Dividends received - all dividends are assumed to be "qualified dividends" - all investments assumed in equities
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Qualified dividend tax rate before retirement
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Percentage of growth of asset value
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Capital gain tax rate at retirement
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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.
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Westwood, MA 02090
(781) 407-0300
www.gggcpas.com
Please refer your comments to:
mkoppel@gggcpas.com
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