The Consequences of Taxes and Inflation
Check here to see the Introduction
MRD method: 2012
E
qual
P
ayment / Obsolete
L
ife
E
pectancy
Beginning age for calculations
Ending age of caluclations
Initial value of the IRA fund
Excess withdrawl from IRA fund, above MRD
Year the IRA and Saving take a dip
Transfered value before and after the dip
Fraction of value at the dip when transferred
Initial value of the Savings fund
Other taxable Fixed Income (AGI): Pension, Social Security, ... added to Savings
Expected Average Investment Rate of Return - IRA
and
Savings
Estimate of fraction of income that is Capital Gains taxable
Offsetting Capital Gains losses
Average expected rate of
Inflation
Expenses withdrawn from Savings, increased each year for inflation
All taxes are to be paid from Savings, including MRD, then from the IRA fund.
All taxes are to be paid from the IRA fund, in addition to the MRD, then from Savings.
-Use These Values-
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