Old Graphs Directory

Directory of Graphs Showing The Impact
Of The Tax Rules In Various Scenarios

Please read the next two paragraphs before selecting one of the graphs.

The graphs on Tables 6 through 12 illustrate important points made in the discussion entitled "Practical Considerations". Please peruse that text to gain a full understanding of each graph. A special tab appears with the listings in this directory to provide a direct link to the corresponding commentary.

Please note that all tables on this web site, including those listed below, are for illustrative purposes only. None reflect a particular investment.

Table 6 (Participant Dies Before RBD) Text

Table 7A (Post-70½ Account Balance If No Designated Beneficiary) Text

Table 7B (Post-70½ Account Balance If No DB and Participant Dies In 6th Year) Text

Table 8A (Post-70½ Account Balance If Non-Spouse Is Designated Beneficiary) Text

Table 8AA (Post-70½ Account Balance If Non-Spouse DB Is 25 Years Younger) Text

Table 8B (Post-70½ Account Balance If Non-Spouse Is DB and Participant Dies In 10th Year) Text

Table 8BB (Post-70½ Account Balance If Non-Spouse DB Is 25 Years Younger and Participant Dies In 10th Year) Text

Table 9A (Post-70½ Account Balance If Spouse Is Designated Beneficiary) Text

Table 9E (Post-70½ Account Balance If Spouse DB Dies In 4th Year) Text

Table 9F (Post-70½ Account Balance If Spouse DB Dies In 4th Year and Participant Dies In 8th Year) Text

Table 10C (Net Balance AFTER ALL INCOME TAXES If Distribute 100% Of Account Post-70½) Text

Table 12 (Post-70½ Account Balance If Surviving Spouse Dies In Year 16 After Executing A Spousal Rollover Following Participant's Death In Year 8) Text

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