Inherited Roth IRA Calculator - InsMark
Inherited Roth IRA Calculator - InsMark
Inherited Roth IRA Calculator - InsMark
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>Inherited</strong> <strong>Roth</strong> <strong>IRA</strong><br />
Presented By: [Licensed User's name appears here]<br />
For: Tommy Barker<br />
Distribution<br />
Current Value<br />
1,000,000<br />
Plan<br />
Yield<br />
7.50%<br />
Year<br />
Age<br />
(1)<br />
Beginning<br />
of Year<br />
Balance<br />
in Plan<br />
Assets<br />
(2)<br />
Before Tax<br />
IRS<br />
Required<br />
Minimum<br />
Distribution*<br />
(3)<br />
Before Tax<br />
Scheduled<br />
Distribution<br />
(4)<br />
After Tax<br />
Income from<br />
Scheduled<br />
Distribution<br />
(5)<br />
Year End<br />
Plan<br />
Assets<br />
1 45 1,000,000 27,855 27,855 27,855 1,045,056<br />
2 46 1,045,056 29,944 29,944 29,944 1,091,245<br />
3 47 1,091,245 32,190 32,190 32,190 1,138,484<br />
4 48 1,138,484 34,604 34,604 34,604 1,186,671<br />
5 49 1,186,671 37,200 37,200 37,200 1,235,682<br />
6 50 1,235,682 39,990 39,990 39,990 1,285,369<br />
7 51 1,285,369 42,989 42,989 42,989 1,335,558<br />
8 52 1,335,558 46,213 46,213 46,213 1,386,046<br />
9 53 1,386,046 49,679 49,679 49,679 1,436,595<br />
10 54 1,436,595 53,405 53,405 53,405 1,486,929<br />
11 55 1,486,929 57,410 57,410 57,410 1,536,733<br />
12 56 1,536,733 61,716 61,716 61,716 1,585,643<br />
13 57 1,585,643 66,345 66,345 66,345 1,633,245<br />
14 58 1,633,245 71,321 71,321 71,321 1,679,069<br />
15 59 1,679,069 76,670 76,670 76,670 1,722,579<br />
16 60 1,722,579 82,420 82,420 82,420 1,763,170<br />
17 61 1,763,170 88,602 88,602 88,602 1,800,161<br />
18 62 1,800,161 95,247 95,247 95,247 1,832,783<br />
19 63 1,832,783 102,390 102,390 102,390 1,860,172<br />
20 64 1,860,172 110,069 110,069 110,069 1,881,361<br />
21 65 1,881,361 118,325 118,325 118,325 1,895,263<br />
22 66 1,895,263 127,199 127,199 127,199 1,900,669<br />
23 67 1,900,669 136,739 136,739 136,739 1,896,225<br />
24 68 1,896,225 146,994 146,994 146,994 1,880,423<br />
25 69 1,880,423 158,019 158,019 158,019 1,851,585<br />
26 70 1,851,585 169,870 169,870 169,870 1,807,843<br />
27 71 1,807,843 182,610 182,610 182,610 1,747,126<br />
28 72 1,747,126 196,306 196,306 196,306 1,667,131<br />
29 73 1,667,131 211,029 211,029 211,029 1,565,310<br />
30 74 1,565,310 226,857 226,857 226,857 1,438,837<br />
2,880,207 2,880,207 2,880,207<br />
*Column (2) projects an estimate of the required minimum<br />
distribution based on asset value and beneficiary's life<br />
expectancy (reduced by one each year thereafter).<br />
Plan results are hypothetical only. Actual results will vary<br />
due to changes in contributions and withdrawals, income<br />
tax brackets, and investment performance.<br />
Date: [Current date appears here]<br />
Page 3 of 7