Inherited Roth IRA Calculator - InsMark

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Inherited Roth IRA Presented By: [Licensed User's name appears here] For: Tommy Barker Distribution Current Value 1,000,000 Plan Yield 7.50% Year Age (1) Beginning of Year Balance in Plan Assets (2) Before Tax IRS Required Minimum Distribution* (3) Before Tax Scheduled Distribution (4) After Tax Income from Scheduled Distribution (5) Year End Plan Assets 31 75 1,438,837 243,871 243,871 243,871 1,284,588 32 76 1,284,588 262,161 262,161 262,161 1,099,109 33 77 1,099,109 281,823 281,823 281,823 878,583 34 78 878,583 302,960 302,960 302,960 618,795 35 79 618,795 325,681 325,681 325,681 315,097 36 80 315,097 315,097 315,097 315,097 0 37 81 0 0 0 0 0 38 82 0 0 0 0 0 39 83 0 0 0 0 0 40 84 0 0 0 0 0 4,611,800 4,611,800 4,611,800 *Column (2) projects an estimate of the required minimum distribution based on asset value and beneficiary's life expectancy (reduced by one each year thereafter). Plan results are hypothetical only. Actual results will vary due to changes in contributions and withdrawals, income tax brackets, and investment performance. Date: [Current date appears here] Page 4 of 7
Inherited Roth IRA Presented By: [Licensed User's name appears here] For: Tommy Barker Summary Analysis at age 84 0 Plan Assets (Before Tax) 4,611,800 4,611,800 Cum. Distributions (Before Tax) Cum. Distributions (After Tax) Note: All projections are based on client furnished data and assumptions. Date: [Current date appears here] Page 5 of 7
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Inherited Roth IRA Calculator - InsMark

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