Click on the terms if you need a definition of the number being requested. The number of years between now and the date you expect to retire. Back to form Rate of Return Assumed rate of earnings you anticipate your IRA will earn during the accumulation period. The number of years you expect to live after retiring. Back to form Current Tax Rate Your assumed marginal tax rate during the years of accumulation.
Tax rates are for illustrative purposes only.
Your actual tax rate is determined by adjusted gross income, filing status, itemized or standard deductions, exemptions and other factors. The rate chosen should include any applicable state tax. Your assumed marginal tax rate during the IRA distribution period. Tax rates are for illustrative purposes only. Your actual tax rate is determined by adjusted gross income, filing status, itemized or standard deductions, exemptions and other factors.