THE NEW HOLISTIC RETIREMENT • 83 w o u Ll di kheeil np oMuarr tpyr es va ivoeu tsa ex xe as mi np lteh, ec loonnvge rr tui nn .g Stion cae Rt ho et hRIoRtAh ca on nevset ri ms i oa tne dw 2o u5 l pd eor cc ceunrt )a, tt ht oe dRaoyt’ sh taanxa rl ya st ei ss d( oi ne sMnaor tt yc’ hs acnags ee :, Mfuanrdtsy two oautladxs-ftrileleowRoet$h1a7c5c,o0u0n0t.in taxes if he converted these
Summary: Total Potential Taxes Owed $700,000 IRA | 5% Pre-Tax Growth Rate
Taxes Rise
Taxes Stay the Same
$ 415,000
$ 5 24,000
Example shown for illustrative purposes only and are not guaranteed. Now, Marty’s choices have become even clearer: He could pay $ 5 24,000 in potential taxes if he maintains his IcRo An v ei nr tt os itth et o f uat uRroet ha nI Rd A$. 1I7n5 t, 0h0i s0 eixna mp optleen, tiina l at arxi seisn gi f tha ex environment, Marty is projected to pay $ 3 49,000 in optional ttoaxldesuisf hsetamyiankgespnuot wchaasnng’teasn. Nopotwiony.ou can see why Marty Your Long Game Approach to Taxes Ta nhdi s l ae na satl yusni sd iesr ws t oh oy dw—e obfetl hi eev leotnagx eg sa ma ree rtihsek sm. o s t p r e s s i n g — Many savers have portfolios that are diversified to protect them from market risk. Many also have annuities or other strategies to protect them from income risk.
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