Tax Equilibrium Calculator
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Investing by Accident's Tax Equilibrium Calculator
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U.S. Tax Rate25%<< Enter Your Tax Rate
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Money100,000.00
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Stock Allocation60%<< Change allocation
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Bond Allocation40%<< to find Tax Equilibrium
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Bond Allocation - Regular20%
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Bond Allocation - Inflation Indexed20%
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Stock Gains
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Inflation Gain2.50%
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Capital Gain (Long)5.00%
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Dividend Yield (Qualified)2.50%
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Bond Gains
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Inflation Adjustment2.50%
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Interest on Regular Bonds5.00%
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Interest on Inflation Indexed Bonds2.00%
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Taxes on Stocks
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PrincipalInflation GainCapital Gain (Long)DividendsIsrael TaxUS TaxCredit (Tax Due)
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60,0001,5003,0001,5001,125900225
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Taxes on Bonds
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PrincipalInflation GainInterestIsrael TaxUS TaxCredit (Tax Due)
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Regular20,00001,000150250(100)
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Inflation Indexed20,000500400100225(125)
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Total Credit (Tax Due)0<< Get this to be 0 for the Tax Equilibrium
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