Sentences with phrase «after tax return equal»

Not exact matches

Accordingly, if Jeremy tries to do a $ 5,500 Roth conversion (from combined IRA funds that now total $ 200,000 plus new $ 5,500 contribution equals $ 205,500), the return - of - after - tax portion will be only $ 5,500 / $ 205,500 = 2.68 %.

This model generates the price of gold as a function of the global investment yield required to produce a constant real after - tax return equal to long - term real growth in global GDP per capita.

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.

Residents filing in AL, LA, MO and OR are allowed a deduction for federal taxes equal to your federal income tax liability from your return after subtracting certain federal tax credits.

The math calculation of RRSP and TFSA benefits ($ 1,165) equals the difference between the future values of the after tax savings ($ 3,500) compounded for 10 years, at the nominal rate of return (10 %) vs. at the after - tax rate of return (8.5 %).

It said it will not apply interest or penalties to individual taxpayers filing their 2013 tax returns after April 30 for a period equal to the length of last week's service interruption.

Here's the way I look at it: if you've already incurred the debt, an extra debt repayment is an investment an after - tax and almost risk - free return equal to the interest rate on your debt.

What bond now can pay you the after tax return, which equals your mortgage interest?

Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares.

I don't know what returns the market gods are going to give in future years, but I do know that you can generate a guaranteed after - tax return equal to the interest rate on your mortgage.

As shown in Figure 4.3, planners also can use the equal outlay method to compare two or more fixed - premium policies, or to compare a term policy to a whole life policy, in the following manner: Hypothetically, «invest» the differences in net annual outlay in a side fund at some reasonable after - tax rate of return that essentially keeps the two alternatives equal in annual outlay.