| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | ||
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1 | What's is this chart? This chart shows estimated fund returns after taxes and management fees. Y-axis: Marginal tax rate X-axis: Hypothetical fund returns Data: Returns after taxes and management fee. Green denotes out performing the S&P, red denotes underperforming. | |||||||||||||||||||||||||||
2 | Fund Returns | |||||||||||||||||||||||||||
3 | Single Income | married income | Marginal Tax Rate | State tax rate | Total tax rate | 8% | 9% | 10% | 11% | 12% | 13% | 14% | 15% | 16% | 17% | 18% | 19% | 20% | 21% | 22% | 23% | 24% | 25% | 26% | 27% | 28% | ||
4 | 86,000 | 172,000 | 22.00% | 4% | 26.00% | 4.90% | 5.64% | 6.37% | 7.10% | 7.83% | 8.56% | 9.29% | 10.02% | 10.75% | 11.48% | 12.21% | 12.94% | 13.67% | 14.40% | 15.13% | 15.86% | 16.59% | 17.33% | 18.06% | 18.79% | 19.52% | ||
5 | 165,000 | 330,000 | 24.00% | 4% | 28.00% | 4.74% | 5.46% | 6.17% | 6.88% | 7.59% | 8.30% | 9.01% | 9.72% | 10.43% | 11.14% | 11.85% | 12.56% | 13.27% | 13.98% | 14.69% | 15.40% | 16.11% | 16.83% | 17.54% | 18.25% | 18.96% | ||
6 | 209,000 | 418,000 | 32.00% | 4% | 36.00% | 4.10% | 4.74% | 5.37% | 6.00% | 6.63% | 7.26% | 7.89% | 8.52% | 9.15% | 9.78% | 10.41% | 11.04% | 11.67% | 12.30% | 12.93% | 13.56% | 14.19% | 14.83% | 15.46% | 16.09% | 16.72% | ||
7 | 314,000 | 628,000 | 35.00% | 4% | 39.00% | 3.86% | 4.47% | 5.07% | 5.67% | 6.27% | 6.87% | 7.47% | 8.07% | 8.67% | 9.27% | 9.87% | 10.47% | 11.07% | 11.67% | 12.27% | 12.87% | 13.47% | 14.08% | 14.68% | 15.28% | 15.88% | ||
8 | (+) | 37.00% | 4% | 41.00% | 3.70% | 4.29% | 4.87% | 5.45% | 6.03% | 6.61% | 7.19% | 7.77% | 8.35% | 8.93% | 9.51% | 10.09% | 10.67% | 11.25% | 11.83% | 12.41% | 12.99% | 13.58% | 14.16% | 14.74% | 15.32% | |||
9 | ||||||||||||||||||||||||||||
10 | Example 1-year return | |||||||||||||||||||||||||||
11 | Try it yourself File > "Make a copy" | Initial Fund Investment | 25% returns | Annual Mgmt Fee | final total | after tax, after fee returns | Annual Mgmt Fee | |||||||||||||||||||||
12 | Initial Investment | $10,000 | pre-tax | $10,000 | $12,500 | $118 | 0.94% | |||||||||||||||||||||
13 | Returns | 25% | after-tax | $10,000 | $11,850 | $118 | $11,733 | 17.33% | ||||||||||||||||||||
14 | tax rate | 26% | ||||||||||||||||||||||||||
15 | referrals | 0 | ||||||||||||||||||||||||||