Roth IRA Taxed Accounts 401K/TSP I.U.L. Retirement

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1. Roth IRA 2. Taxed Accounts 3. 401K/TSP 4. I.U.L. 5. Retireme nt $272,604 X 6% =16,356 / 12 = $1363 mo $554,384 X 6% =33,263 x 70% (tax) = 23,284 / 12= $1940 mo $108,926 X 6% =6535 x70% (tax) = 4574/ 12 = $381 mo $584,363 Withdraw $40,000 yr/12= 3334 mo $44,400 yr/ 12 = 3700 mo (04- 23yr) TOTAL RET. INCOME $128,616 yr/12= $10,718 mo

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$272,604 X 6% =16,356 / 12 = $ 1363 mo. Roth IRA Taxed Accounts 401K/TSP I.U.L. Retirement. $554,384 X 6% =33,263 x 70% (tax) = 23,284 / 12= $ 1940 mo. $108,926 X 6% =6535 x70% (tax) = 4574/ 12 = $ 381 mo. $584,363 Withdraw $40,000 yr/12= 3334 mo. - PowerPoint PPT Presentation

Transcript of Roth IRA Taxed Accounts 401K/TSP I.U.L. Retirement

Page 1: Roth IRA Taxed Accounts 401K/TSP I.U.L. Retirement

1. Roth IRA

2. Taxed Accounts

3. 401K/TSP

4. I.U.L.

5. Retirement

$272,604 X 6% =16,356 / 12 = $1363 mo

$554,384 X 6% =33,263 x 70% (tax) = 23,284 / 12= $1940 mo

$108,926 X 6% =6535 x70% (tax) = 4574/ 12 = $381 mo

$584,363 Withdraw $40,000 yr/12= 3334 mo

$44,400 yr/ 12 = 3700 mo (04- 23yr)

TOTAL RET. INCOME$128,616 yr/12=

$10,718 mo