Sample Test Questions he said he may give on the Final

Sample Test Questions he said he may give on the Final -...

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Sample Test Questions he said he may give on the Final 1) Assumptions a) Invest $100 pretax b) O.I. tax rate 40% c) Capital Gains tax rate of 20% d) Gain over holding period = 30% e) No Distributions. Net INvestment
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Unformatted text preview: End of Period (30% gain) Taxes Net Balance 401K $100 $130 (40% x 130) = $52 78 Roth IRA $60 $78 0 78 Variable Annuity $60 $78 (40% x 18) = 7.20 70.80 Mutual Fund $60 $78 20% x 18 = 3.60 74.40...
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