Fund name Balance Tax rate on US stock US stock Intl Intl

withdrawal % Value % Value

US stock fund 20,000.00 25% 100% 15,000 0
Balanced fund 10,000.00 25% 60% 4,500 0
Foreign fund in Roth 10,000.00 0% 0 100% 10,000
Bond fund 10,000.00 25% 0 0
Another bond fund 10,000.00 25% 0 0
Money-market fund 5,000.00 25% 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
TOTALS 51,250.00 19,500 10,000
Asset Allocation 38% 20%
Target Totals 20,500 10,250
Target Allocation 40% 20%
Bond Bond Cash Cash
% Value % Value
0 0
40% 3,000 0
0 0
100% 7,500 0
100% 7,500 0
0 100% 3,750
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
18,000 3,750
35% 7%
17,938 2,563
35% 5% Please change this line to your own allocation