我帮你算了一下

来源: 于 2024-06-24 07:33:58 [旧帖] [给我悄悄话] 本文已被阅读：次

假设: 钱一直不用; 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: 税后$95k， to brokerage account

 

 

 

Option 1 vs Option 2: