Plan/IRA Math III

Option 2: save after-tax

• take $10,000 as current pay

• pay $4,000 tax and invest $6,000

• grow $6,000 x 25 to $150,000

• liquidate your investment at 20% LTCG tax

• pay $28,800 tax (20% x $144,000)

• put $121,200 in your pocket

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Last modified: 12/31/11