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See cash flow projections for your retirement years. See estate plan results.
Plan your retirement spending for sustainable portfolio withdrawals.
Use the retirement Forecaster. Have an excellent retirement.
Read About The Monte Carlo Simulation Capability
A Forecaster Screen Shot
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This program incorporates appropriate provisions of the 2001 Bush tax bill.
The estate tax will be repealed in 2010, with exemptions rising from $675,000 in 2001 to $3.5 million over time.
This affects the value of the estate that is passed on to your heirs at your death.
This program assumes these provisions are reenacted by a future Congress and are not rescinded in 2011,
but you can change this assumption to test the effect of the provisions being rescinded.
See Tax Relief Act of 2001 - Estate Tax Repeal This program incorporates appropriate provisions of the 2003 Bush tax bill. This new law reduces the top tax rate on long-term capital gains. This program assumes these provisions are reenacted by a future Congress and are not rescinded in 2008, but you can change this assumption to test the effect of the provisions being rescinded. See 2003 Tax Act - New Rates on Long-Term Capital Gains Be sure to check this Web site often for updates that reflect tax code changes. |