Step 1-Account Registration Analysis

Account Registration Analysis

Contribution/Conversion

Current Tax Rate

Terminal Tax Rate

Capital Gains Tax Rate

Annual Tax Drag

Growth Rate

Years

Cash In Hand Override

Calculate

Account Registration	Traditional	Roth	Taxable	Tax Deferred
Contribution/Conversion	Traditional	Roth	Taxable	Tax Deferred
Current Tax Rate	Traditional	Roth	Taxable	Tax Deferred
Terminal Tax Rate	Traditional	Roth	Taxable	Tax Deferred
Capital Gains Tax Rate	Traditional	Roth	Taxable	Tax Deferred
Annual Tax Drag			Taxable

Growth Rate	Traditional	Roth	Taxable	Tax Deferred
Years	Traditional	Roth	Taxable	Tax Deferred
Ending Value Pre-tax	Traditional	Roth	Taxable	Tax Deferred
Ending Value Post-tax	Traditional	Roth	Taxable	Tax Deferred