ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
YearPriceDividend
Capital gains per share sold
Taxable/Roth Traditional
Reinvestment of Tax Refund in Taxable Account
2
110.018
Ordinary Income
411846084073000
Ordinary Income
411846084073000
Ordinary Income
411846084073000
Ordinary Income (Payroll)
4118437604.945666084055292.122087300065840.671
3
21.0950.01971
Net Take Home
349735054059095
Desired Withdrawal
376055529265841
Net Take Home
349735054059095Capital Gains000000
4
31.1990250.02158245Contribution650065006500Contribution650065006500Contribution78010071430
Standard Deduction
138501385013850138501385013850
5
41.3129323750.02363278275
Total Contribution
650065006500
Total Contribution
650065006500
Total Contribution
78010071430
Other Deduction
0000
6
51.4376609510.02587789711Starting Shares000Starting Shares000Starting Shares000
Taxable Ordinary Income
2733423754.945664699041442.122085915051990.671
7
61.5742387410.02833629734Shares Bought650065006500Shares Bought650065006500Shares Bought78010071430Ordinary Tax110011001100110011001100
8
71.7237914210.03102824558Total Shares650065006500Total Shares650065006500Total Shares780100714301960.081530.5934840473653.0546540474047
9
81.8875516060.03397592891Cost Basis111Cost Basis111Cost Basis11100498.303173.51598.44762
10
92.0668690090.03720364216Starting Cash000Starting Cash000Starting Cash000000000
11
102.2632215650.04073798817Interest000Interest000Interest000000000
12
112.4782276130.044608097041.023827613Year 1 dividend117117117Year 1 dividend117117117Year 1 dividend14.0418.12625.74000000
13
122.7136592370.048845866261.259259237Total Cash117117117Total Cash117117117Total Cash14.0418.12625.74000000
14
132.9714568640.053486223561.517056864
Year 1 interest tax
000
Year 1 ordinary income tax
000
Year 1 interest tax
000
Capital Gains Tax
000000
15
143.2537452660.058567414791.799345266
Year 1 capital gains tax
01818
Year 1 capital gains tax
000
Year 1 capital gains tax
004000000
16
153.5628510670.06413131922.108451067
Total additional tax
01818
Total additional tax
000
Total additional tax
004000000
17
Tax (without FICA)
3060.082630.593485645.34753.054658320.56745.44762
18
Contribution650065006500Contribution650065006500Contribution78010071430
Net Income (without FICA)
38123.9234974.3521855194.750539.0674364679.559095.22338
19
Total Contribution
130001300013000
Total Contribution
130001300013000
Total Contribution
156020142860Social Security2553.4082331.5066313772.083428.11156945264082.121602
20
Starting Shares650065006500Starting Shares650065006500Starting Shares78010071430000000
21
Shares Bought5936.0730595936.0730595936.073059Shares Bought5936.0730595936.0730595936.073059Shares Bought712.3287671919.63470321305.936073000000
22
Total Shares12436.0730612436.0730612436.07306Total Shares12436.0730612436.0730612436.07306Total Shares1492.3287671926.6347032735.936073Medicare597.168545.2717121882.18801.73577021058.5954.6897295
23
Cost Basis1.0453460621.0453460621.045346062Cost Basis1.0453460621.0453460621.045346062Cost Basis1.0453460621.0453460621.045346062Total FICA3150.5762876.7783434654.264229.8473395584.55036.811332
24
Starting Cash117117117Starting Cash117117117Starting Cash14.0418.12625.74
Net Income (After FICA)
34973.34432097.5738450540.4446309.220095909554058.41205
25
Interest5.2655.2655.265Interest5.2655.2655.265Interest0.63180.815671.1583
26
Year 2 dividend245.115245.115245.115Year 2 dividend245.115245.115245.115Year 2 dividend29.413837.9739753.9253
27
Total Cash367.38367.38367.38Total Cash367.38367.38367.38Total Cash44.085656.9156480.8236
Ordinary Income (Payroll)
411844118460840608407300073000
28
Year 2 interest tax
111
Year 2 ordinary income tax
000
Year 2 interest tax
000Capital Gains000000
29
Year 2 capital gains tax
03737
Year 2 capital gains tax
000
Year 2 capital gains tax
008
Standard Deduction
138501385013850138501385013850
30
Total additional tax
15656
Total additional tax
000
Total additional tax
0012
Other Deduction
06500065006500
31
Taxable Ordinary Income
273342083446990404905915052650
32
Contribution650065006500Contribution650065006500Contribution78010071430Ordinary Tax110011001100110011001100
33
Total Contribution
195001950019500
Total Contribution
195001950019500
Total Contribution
2340302142901960.081180.0840473538.840474047
34
Starting Shares12436.0730612436.0730612436.07306Starting Shares12436.0730612436.0730612436.07306Starting Shares1492.3287671926.6347032735.93607300498.303173.51743.5
35
Shares Bought5421.0712875421.0712875421.071287Shares Bought5421.0712875421.0712875421.071287Shares Bought650.5285545839.8490441192.635683000000
36
Total Shares17857.1443517857.1443517857.14435Total Shares17857.1443517857.1443517857.14435Total Shares2142.8573222766.4837473928.571756000000
37
Cost Basis1.0919999091.0919999091.091999909Cost Basis1.0919999091.0919999091.091999909Cost Basis1.0919999091.0919999091.091999909000000
38
Starting Cash367.38367.38367.38Starting Cash367.38367.38367.38Starting Cash44.085656.9156480.8236000000
39
Interest16.532116.532116.5321Interest16.532116.532116.5321Interest1.9838522.56120383.637062
Capital Gains Tax
000000
40
Year 3 dividend385.400925385.400925385.400925Year 3 dividend385.400925385.400925385.400925Year 3 dividend46.24811159.7074971584.7882035000000
41
Total Cash769.313025769.313025769.313025Total Cash769.313025769.313025769.313025Total Cash92.317563119.184341169.2488655000000
42
Year 3 interest tax
244
Year 3 ordinary income tax
000
Year 3 interest tax
002
Tax (without FICA)
3060.082280.085645.34638.88320.56890.5
43
Year 3 capital gains tax
05858
Year 3 capital gains tax
000
Year 3 capital gains tax
0013
Net Income (without FICA)
38123.9238903.9255194.756201.264679.566109.5
44
Total additional tax
3118118
Total additional tax
000
Total additional tax
0027Social Security2553.4082553.4083772.083772.0845264526
45
000000
46
Contribution650065006500Contribution650065006500Contribution78010071430000000
47
Total Contribution
260002600026000
Total Contribution
260002600026000
Total Contribution
312040285720Medicare597.168597.168882.18882.181058.51058.5
48
Starting Shares17857.1443517857.1443517857.14435Starting Shares17857.1443517857.1443517857.14435Starting Shares2142.8573222766.4837473928.571756Total FICA3150.5763150.5764654.264654.265584.55584.5
49
Shares Bought4950.7500344950.7500344950.750034Shares Bought4950.7500344950.7500344950.750034Shares Bought594.0900041766.98542831089.165007
Net Income (After FICA)
34973.34435753.34450540.4451546.945909560525
50
Total Shares22807.8943822807.8943822807.89438Total Shares22807.8943822807.8943822807.89438Total Shares2736.9473263533.4691765017.736764
51
Cost Basis1.1399561731.1399561731.139956173Cost Basis1.1399561731.1399561731.139956173Cost Basis1.1399561731.1399561731.139956173
52
Starting Cash769.313025769.313025769.313025Starting Cash769.313025769.313025769.313025Starting Cash92.317563119.184341169.2488655
Tax Difference (H-I) To Next Column
7801006.51430
53
Interest34.6190861334.6190861334.61908613Interest34.6190861334.6190861334.61908613Interest4.1542903355.3632953437.616198948
54
Year 4 dividend539.0140129539.0140129539.0140129Year 4 dividend539.0140129539.0140129539.0140129Year 4 dividend64.6816815583.50570938118.5830828
55
Total Cash1342.9461241342.9461241342.946124Total Cash1342.9461241342.9461241342.946124Total Cash161.1535349208.0533457295.4481473
56
Year 4 interest tax
488
Year 4 ordinary income tax
000
Year 4 interest tax
002
57
Year 4 capital gains tax
08181
Year 4 capital gains tax
000
Year 4 capital gains tax
0018
58
Total additional tax
7207207
Total additional tax
000
Total additional tax
0047
59
60
Contribution650065006500Contribution650065006500Contribution78010071430
61
Total Contribution
325003250032500
Total Contribution
325003250032500
Total Contribution
390050357150
62
Starting Shares22807.8943822807.8943822807.89438Starting Shares22807.8943822807.8943822807.89438Starting Shares2736.9473263533.4691765017.736764
63
Shares Bought4521.2329084521.2329084521.232908Shares Bought4521.2329084521.2329084521.232908Shares Bought542.5479489700.4433135994.6712397
64
Total Shares27329.1272927329.1272927329.12729Total Shares27329.1272927329.1272927329.12729Total Shares3279.4952754233.9124896012.408003
65
Cost Basis1.1892073851.1892073851.189207385Cost Basis1.1892073851.1892073851.189207385Cost Basis1.1892073851.1892073851.189207385
66
Starting Cash1342.9461241342.9461241342.946124Starting Cash1342.9461241342.9461241342.946124Starting Cash161.1535349208.0533457295.4481473
67
Interest60.4325755860.4325755860.43257558Interest60.4325755860.4325755860.43257558Interest7.251909079.36240055513.29516663
68
Year 5 dividend707.2203441707.2203441707.2203441Year 5 dividend707.2203441707.2203441707.2203441Year 5 dividend84.86644129109.5647518155.5884757
69
Total Cash2110.5990442110.5990442110.599044Total Cash2110.5990442110.5990442110.599044Total Cash253.2718852326.980498464.3317896
70
Year 5 interest tax
71313
Year 5 ordinary income tax
000
Year 5 interest tax
113
71
Year 5 capital gains tax
0106106
Year 5 capital gains tax
000
Year 5 capital gains tax
0023
72
Total additional tax
14326326
Total additional tax
000
Total additional tax
1173
73
74
Contribution650065006500Contribution650065006500Contribution78010071430
75
Total Contribution
390003900039000
Total Contribution
390003900039000
Total Contribution
468060428580
76
Starting Shares27329.1272927329.1272927329.12729Starting Shares27329.1272927329.1272927329.12729Starting Shares3279.4952754233.9124896012.408003
77
Shares Bought4128.9798244128.9798244128.979824Shares Bought4128.9798244128.9798244128.979824Shares Bought495.4775789639.6742589908.3755614
78
Total Shares31458.1071131458.1071131458.10711Total Shares31458.1071131458.1071131458.10711Total Shares3774.9728534873.5867486920.783565
79
Cost Basis1.2397440151.2397440151.239744015Cost Basis1.2397440151.2397440151.239744015Cost Basis1.2397440151.2397440151.239744015
80
Starting Cash2110.5990442110.5990442110.599044Starting Cash2110.5990442110.5990442110.599044Starting Cash253.2718852326.980498464.3317896
81
Interest94.9769569794.9769569794.97695697Interest94.9769569794.9769569794.97695697Interest11.3972348414.7141224120.89493053
82
Year 6 dividend891.4062768891.4062768891.4062768Year 6 dividend891.4062768891.4062768891.4062768Year 6 dividend106.9687532138.0994032196.1093809
83
Total Cash3096.9822773096.9822773096.982277Total Cash3096.9822773096.9822773096.982277Total Cash371.6378733479.7940236681.336101
84
Year 6 interest tax
112121
Year 6 ordinary income tax
000
Year 6 interest tax
125
85
Year 6 capital gains tax
0134134
Year 6 capital gains tax
000
Year 6 capital gains tax
0029
86
Total additional tax
25481481
Total additional tax
000
Total additional tax
23107
87
88
Contribution650065006500Contribution650065006500Contribution78010071430
89
Total Contribution
455004550045500
Total Contribution
455004550045500
Total Contribution
5460704910010
90
Starting Shares31458.1071131458.1071131458.10711Starting Shares31458.1071131458.1071131458.10711Starting Shares3774.9728534873.5867486920.783565
91
Shares Bought3770.757833770.757833770.75783Shares Bought3770.757833770.757833770.75783Shares Bought452.4909397584.1774054829.5667227
92
Total Shares35228.8649435228.8649435228.86494Total Shares35228.8649435228.8649435228.86494Total Shares4227.4637935457.7641537750.350287
93
Cost Basis1.2915545271.2915545271.291554527Cost Basis1.2915545271.2915545271.291554527Cost Basis1.2915545271.2915545271.291554527
94
Starting Cash3096.9822773096.9822773096.982277Starting Cash3096.9822773096.9822773096.982277Starting Cash371.6378733479.7940236681.336101
95
Interest139.3642025139.3642025139.3642025Interest139.3642025139.3642025139.3642025Interest16.723704321.5907310630.66012455
96
Year 7 dividend1093.0898731093.0898731093.089873Year 7 dividend1093.0898731093.0898731093.089873Year 7 dividend131.1707848169.3448465240.4797721
97
Total Cash4329.4363534329.4363534329.436353Total Cash4329.4363534329.4363534329.436353Total Cash519.5323624670.7296011952.4759977
98
Year 7 interest tax
173131
Year 7 ordinary income tax
000
Year 7 interest tax
237
99
Year 7 capital gains tax
0164164
Year 7 capital gains tax
000
Year 7 capital gains tax
0036
100
Total additional tax
42676676
Total additional tax
000
Total additional tax
46150
101
102
Contribution650065006500Contribution650065006500Contribution78010071430
103
Total Contribution
520005200052000
Total Contribution
520005200052000
Total Contribution
6240805611440
104
Starting Shares35228.8649435228.8649435228.86494Starting Shares35228.8649435228.8649435228.86494Starting Shares4227.4637935457.7641537750.350287
105
Shares Bought3443.6144573443.6144573443.614457Shares Bought3443.6144573443.6144573443.614457Shares Bought413.2337348533.4953474757.5951805
106
Total Shares38672.479438672.479438672.4794Total Shares38672.479438672.479438672.4794Total Shares4640.6975285991.2595018507.945468
107
Cost Basis1.344625451.344625451.34462545Cost Basis1.344625451.344625451.34462545Cost Basis1.344625451.344625451.34462545
108
Starting Cash4329.4363534329.4363534329.436353Starting Cash4329.4363534329.4363534329.436353Starting Cash519.5323624670.7296011952.4759977
109
Interest194.8246359194.8246359194.8246359Interest194.8246359194.8246359194.8246359Interest23.3789563130.1828320542.86141989
110
Year 8 dividend1313.9334111313.9334111313.933411Year 8 dividend1313.9334111313.9334111313.933411Year 8 dividend157.6720093203.5586069289.0653504
111
Total Cash5838.19445838.19445838.1944Total Cash5838.19445838.19445838.1944Total Cash700.583328904.47104011284.402768
112
Year 8 interest tax
234343
Year 8 ordinary income tax
000
Year 8 interest tax
349
113
Year 8 capital gains tax
0197197
Year 8 capital gains tax
000
Year 8 capital gains tax
0043
114
Total additional tax
65916916
Total additional tax
000
Total additional tax
710202
115
116
Contribution650065006500Contribution650065006500Contribution78010071430
117
Total Contribution
585005850058500
Total Contribution
585005850058500
Total Contribution
7020906312870
118
Starting Shares38672.479438672.479438672.4794Starting Shares38672.479438672.479438672.4794Starting Shares4640.6975285991.2595018507.945468
119
Shares Bought3144.8533853144.8533853144.853385Shares Bought3144.8533853144.8533853144.853385Shares Bought377.3824062487.2103629691.8677448
120
Total Shares41817.3327941817.3327941817.33279Total Shares41817.3327941817.3327941817.33279Total Shares5018.0799346478.4698649199.813213
121
Cost Basis1.3989414461.3989414461.398941446Cost Basis1.3989414461.3989414461.398941446Cost Basis1.3989414461.3989414461.398941446
122
Starting Cash5838.19445838.19445838.1944Starting Cash5838.19445838.19445838.1944Starting Cash700.583328904.47104011284.402768
123
Interest262.718748262.718748262.718748Interest262.718748262.718748262.718748Interest31.5262497640.701196857.79812456
124
Year 9 dividend1555.7570851555.7570851555.757085Year 9 dividend1555.7570851555.7570851555.757085Year 9 dividend186.6908502241.0226746342.2665587
125
Total Cash7656.6702337656.6702337656.670233Total Cash7656.6702337656.6702337656.670233Total Cash918.8004281186.1949111684.467451
126
Year 9 interest tax
325858
Year 9 ordinary income tax
000
Year 9 interest tax
4513
127
Year 9 capital gains tax
0233233
Year 9 capital gains tax
000
Year 9 capital gains tax
0051
128
Total additional tax
9712071207
Total additional tax
000
Total additional tax
1115266
129
130
Contribution650065006500Contribution650065006500Contribution78010071430
131
Total Contribution
650006500065000
Total Contribution
650006500065000
Total Contribution
78001007014300
132
Starting Shares41817.3327941817.3327941817.33279Starting Shares41817.3327941817.3327941817.33279Starting Shares5018.0799346478.4698649199.813213
133
Shares Bought2872.0122242872.0122242872.012224Shares Bought2872.0122242872.0122242872.012224Shares Bought344.6414669444.9409707631.8426893
134
Total Shares44689.3450144689.3450144689.34501Total Shares44689.3450144689.3450144689.34501Total Shares5362.7214016923.4108359831.655902
135
Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403
136
Starting Cash7656.6702337656.6702337656.670233Starting Cash7656.6702337656.6702337656.670233Starting Cash918.8004281186.1949111684.467451
137
Interest344.5501605344.5501605344.5501605Interest344.5501605344.5501605344.5501605Interest41.3460192653.3787710275.80103531
138
Year 10 dividend
1820.5540081820.5540081820.554008
Year 10 dividend
1820.5540081820.5540081820.554008
Year 10 dividend
218.466481282.0458286400.5218818
139
Total Cash9821.7744029821.7744029821.774402Total Cash9821.7744029821.7744029821.774402Total Cash1178.6129281521.6195112160.790368
140
Year 10 interest tax
417676
Year 10 ordinary income tax
000
Year 10 interest tax
5617
141
Year 10 capital gains tax
0273273
Year 10 capital gains tax
000
Year 10 capital gains tax
0060
142
Total additional tax
13815561556
Total additional tax
000
Total additional tax
1621343
143
144
Contribution000Contribution000Contribution000
145
Total Contribution
650006500065000
Total Contribution
650006500065000
Total Contribution
78001007014300
146
Starting Shares44689.3450144689.3450144689.34501Starting Shares44689.3450144689.3450144689.34501Starting Shares5362.7214016923.4108359831.655902
147
Shares Bought-14112.10165-20393.607-23845.67087Shares Bought-15174.15099-22311.10641-26567.77757Shares Bought000
148
Total Shares30577.2433624295.7380120843.67414Total Shares29515.1940222378.238618121.56744Total Shares5362.7214016923.4108359831.655902
149
Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403
150
Starting Cash9821.7744029821.7744029821.774402Starting Cash9821.7744029821.7744029821.774402Starting Cash1178.6129281521.6195112160.790368
151
Cash distribution
000
Cash distribution
000
Cash distribution
000
152
Interest441.9798481441.9798481441.9798481Interest441.9798481441.9798481441.9798481Interest53.0375817768.47287897.23556658
153
Year 11 dividend
1363.9926391083.786639929.7966389
Year 11 dividend
1316.616639998.2506389808.3686389
Year 11 dividend
239.2207967308.8401824438.5714606
154
Total Cash10263.7542510263.7542510263.75425Total Cash10263.7542510263.7542510263.75425Total Cash1231.650511590.0923892258.025935
155
Year 11 interest tax
000
Year 11 ordinary income
263147536746
Year 11 interest tax
7821
156
Year 11 capital gains tax
000
Year 11 capital gains tax
000
Year 11 capital gains tax
0066
157
Total additional tax
13815561556
Total additional tax
263147536746
Total additional tax
2329430
158
Years in retirement
111
Years in retirement
111
Years in retirement
111
159
160
Contribution000Contribution000Contribution000
161
Total Contribution
650006500065000
Total Contribution
650006500065000
Total Contribution
78001007014300
162
Starting Shares30577.2433624295.7380120843.67414Starting Shares29515.1940222378.238618121.56744Starting Shares5362.7214016923.4108359831.655902
163
Shares Bought-12887.76407-18624.29863-20843.67414Shares Bought-13857.67214-20375.43965-18121.56744Shares Bought00-1948
164
Total Shares17689.479295671.4393830Total Shares15657.521882002.7989490Total Shares5362.7214016923.4108357883.655902
165
Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403
166
Starting Cash10263.7542510263.7542510263.75425Starting Cash10263.7542510263.7542510263.75425Starting Cash1231.650511590.0923892258.025935
167
Cash distribution
00-2532.371132
Cash distribution
00-10263.75425
Cash distribution
000
168
Interest461.8689412461.8689412347.9122403Interest461.8689412461.86894120Interest55.4242729571.55415751101.6111671
169
Year 12 dividend
864.0579396277.02636960
Year 12 dividend
764.805219697.828449630
Year 12 dividend
261.9467724338.1799997385.0840018
170
Total Cash10725.6231910725.623198079.295358Total Cash10725.6231910725.623190Total Cash1287.0747831661.6465472359.637102
171
Year 12 interest tax
000
Year 12 ordinary income tax
263147535337
Year 12 interest tax
7921
172
Year 12 capital gains tax
000
Year 12 capital gains tax
000
Year 12 capital gains tax
00368
173
Total additional tax
13815561556
Total additional tax
5262950612083
Total additional tax
3038819
174
Years in retirement
222
Years in retirement
221.821714632
Years in retirement
222
175
176
Contribution000Contribution000Contribution000
177
Total Contribution
650006500065000
Total Contribution
650006500065000
Total Contribution
78001007014300
178
Starting Shares17689.479295671.4393830Starting Shares15657.521882002.7989490Starting Shares5362.7214016923.4108357883.655902
179
Shares Bought-11769.64755-5671.4393830Shares Bought-12655.40835-2002.7989490Shares Bought0-6923.410835-7883.655902
180
Total Shares5919.83174100Total Shares3002.11353200Total Shares5362.72140100
181
Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403
182
Starting Cash10725.6231910725.623198079.295358Starting Cash10725.6231910725.623190Starting Cash1287.0747831661.6465472359.637102
183
Cash distribution
0-10725.62319-8079.295358
Cash distribution
0-10725.623190
Cash distribution
0-1661.646547-2359.637102
184
Interest482.653043600Interest482.653043600Interest57.9183652300
185
Year 13 dividend
346.709241100
Year 13 dividend
000
Year 13 dividend
286.831715700
186
Total Cash11208.2762300Total Cash11208.2762300Total Cash1344.99314800
187
Year 13 interest tax
000
Year 13 ordinary income tax
26312830
Year 13 interest tax
700
188
Year 13 capital gains tax
000
Year 13 capital gains tax
000
Year 13 capital gains tax
000
189
Total additional tax
13815561556
Total additional tax
7893978912083
Total additional tax
3738819
190
Years in retirement
32.5456679992.136717072
Years in retirement
32.2964959471.821714632
Years in retirement
32.7643078172.436341155
191
192
Contribution000Contribution000Contribution000
193
Total Contribution
650006500065000
Total Contribution
650006500065000
Total Contribution
78001007014300
194
Starting Shares5919.83174100Starting Shares3002.11353200Starting Shares5362.72140100
195
Shares Bought-5919.83174100Shares Bought-3002.11353200Shares Bought-450400
196
Total Shares000Total Shares000Total Shares858.721401100
197
Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403Cost Basis1.4544854031.4544854031.454485403
198
Starting Cash11208.2762300Starting Cash11208.2762300Starting Cash1344.99314800
199
Cash distribution
-11208.2762300
Cash distribution
-11208.2762300
Cash distribution
000
200
Interest000Interest000Interest60.5246916700
201
Year 14 dividend
000
Year 14 dividend
000
Year 14 dividend
000
202
Total Cash000Total Cash000Total Cash1405.5178400
203
Year 14 interest tax
000
Year 14 ordinary income tax
71300
Year 14 interest tax
600
204
Year 14 capital gains tax
000
Year 14 capital gains tax
000
Year 14 capital gains tax
000
205
Total additional tax
13815561556
Total additional tax
8606978912083
Total additional tax
4338819
206
Years in retirement
3.8712406922.5456679992.136717072
Years in retirement
3.5388482632.2964959471.821714632
Years in retirement
42.7643078172.436341155
207
208
Contribution000
209
Total Contribution
78001007014300
210
Starting Shares858.721401100
211
Shares Bought-858.721401100
212
Total Shares000
213
Cost Basis1.4544854031.4544854031.454485403
214
Starting Cash1405.5178400
215
Cash distribution
-1405.5178400
216
Interest000
217
Year 14 dividend
000
218
Total Cash000
219
Year 14 interest tax
000
220
Year 14 capital gains tax
000
221
Total additional tax
4338819
222
Years in retirement
4.1200805922.7643078172.436341155