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Asset Location Model
The Asset Location Model spreadsheet computes the annualized aftertax rate of return of investments if held in a taxable account and three different types of tax-deferred accounts. The model requires estimates of returns on the investment, the expected holding period, the time until investment would be liquidated to make retirement distributions and the investor’s expected tax rates.
Number of Downloads*: 29
Publisher: R. Kevin Trout
Date: 02/25/13
File Size:
Version:
Terms: Free to AAII members
System Requirements: PC
Special Requirements: Microsoft Excel
* Downloads from the past 3 months
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