我幫你算了一下

來源: 於 2024-06-24 07:33:58 [舊帖] [給我悄悄話] 本文已被閱讀：次

假設: 錢一直不用; Yield 5%, income tax rate 21%, remaining life expectancy 29 years

Option 1: $300k x 5 years to Rollover IRA. RMD starts at Age 73, to be reinvested in a brokerage account

 

Option 2: 稅後$95k， to brokerage account

 

 

 

Option 1 vs Option 2: