Basic Assumptions

Earnings rate (%)
Years in plan
Annual Household Income at Contribution
Annual Household Income at Distribution
Filing Status
Tax earnings yearly?

  1. October Three does not provide legal or tax advice, and the information provided above is general in nature and should not be considered legal or tax advice. Consult with an attorney or tax professional regarding your specific legal or tax situation.
  2. Pretax contributions are subject to the annual IRS dollar limit.
  3. Based on tax laws applicable for 2018
  4. Currently using LTCG tax rate even when out of plan earnings are taxed each year
  5. Assuming the contribution is all coming from the same tax bracket
  6. Distribution is assumed to occur as a lump sum as opposed to drawing down an account while still enjoying tax deferred growth within the plan

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