拠出額 | 利回り | 配当利回り | 運用期間 | 運用後残高 | 課税対象所得 | 税率 | 税引後手取 | 最終手取 | |
401(k),20年,5% | $15,500.00 | 5.79% | 1.18% | 20 | $589,748.52 | $589,748.52 | 25.00% | $442,311.39 | |
(自主追加運用分) | $4,340.00 | 5.91% | 1.00% | 20 | $167,457.96 | $68,591.38 | 15.00% | $157,169.25 | $599,480.64 |
自主,20年,5% | $15,500.00 | 5.91% | 1.00% | 20 | $598,064.13 | $244,969.22 | 15.00% | $561,318.74 | $561,318.74 |
401(k),20年,8% | $15,500.00 | 8.79% | 1.18% | 20 | $842,617.62 | $842,617.62 | 25.00% | $631,963.21 | |
(自主追加運用分) | $4,340.00 | 8.91% | 1.00% | 20 | $239,389.45 | $137,661.86 | 15.00% | $218,740.17 | $850,703.38 |
自主,20年,8% | $15,500.00 | 8.91% | 1.00% | 20 | $854,962.33 | $491,649.50 | 15.00% | $781,214.90 | $781,214.90 |
401(k),25年,5% | $15,500.00 | 5.79% | 1.18% | 25 | $873,476.94 | $873,476.94 | 25.00% | $655,107.71 | |
(自主追加運用分) | $4,340.00 | 5.91% | 1.00% | 25 | $249,011.13 | $119,087.13 | 15.00% | $231,148.05 | $886,255.76 |
自主,25年,5% | $15,500.00 | 5.91% | 1.00% | 25 | $889,325.45 | $425,311.20 | 15.00% | $825,528.77 | $825,528.77 |
401(k),25年,8% | $15,500.00 | 8.79% | 1.18% | 25 | $1,384,526.20 | $1,384,526.20 | 25.00% | $1,038,394.65 | |
(自主追加運用分) | $4,340.00 | 8.91% | 1.00% | 25 | $395,049.44 | $258,016.31 | 15.00% | $356,346.99 | $1,394,741.64 |
自主,25年,8% | $15,500.00 | 8.91% | 1.00% | 25 | $1,410,890.85 | $921,486.81 | 15.00% | $1,272,667.82 | $1,272,667.82 |