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  • Assetalloc 1

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    Satish Mishra
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    assetalloc1

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    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
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    2 views3 pages

    Assetalloc 1

    Uploaded by

    Satish Mishra

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Fund name

    Total Stock Market

    TOTALS
    Asset Allocation
    Target Totals
    Target Allocation

    Balance

    Tax rate on LG
    LG
    LV
    LV
    withdrawal %
    Value
    %
    Value
    10,000.00
    30%
    40%
    2,800
    40%
    2,800
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    7,000.00
    2,800
    2,800
    40%
    40%
    0
    0

    Effective tax rate computation


    Unrealized gain rate
    Taxable distribution rate
    Tax on distributions
    Long-term CG tax rate
    Years to withdrawal
    EFFECTIVE TAX RATE

    8.00%
    2.00%
    0.60%
    21%
    30
    30%

    SG
    %

    SG
    SV
    SV
    Intl Lg
    Value
    %
    Value
    %
    10%
    700
    10%
    700
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    700
    700
    10%
    10%
    0
    0

    Intl Lg
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    Intl Sm Intl Sm
    %
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    EM
    %

    EM
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    Bond
    %

    Bond
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    RE
    %

    RE
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    Cash
    %

    Cash
    Value
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0%
    0

    US Stock
    Intl Stock Bonds
    7,000
    0
    0
    100%
    0%
    0%
    0
    0
    0
    0%
    0%
    0%

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