Procedure to determine the optimal Roth IRA versus deductible IRA allocation

We offer a procedure to guide the Roth IRA versus deductible IRA (RVD) allocation decision. We require users to input 10 values to generate outputs that include contribution and withdrawal tax rates; maximum gain; and, optimal amount to allocate between the two major IRA types. By being at their opt...

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Veröffentlicht in:	Financial services review (Greenwich, Conn.) Conn.), 2023-10, Vol.25 (4), p.373-414
Hauptverfasser:	Hull, Robert, Hull, John
Format:	Artikel
Sprache:	eng
Online-Zugang:	Volltext
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