3/21/2023 0 Comments Java financial calculators![]() From January 1970 to December 2009, the average annual compounded rate of return for the S&P 500, including reinvestment of dividends, was approximately 10.1% (source: Since 1970, the highest 12-month return was 61% (June 1982 through June 1983). For example, from December 1999 to December 2009, the average annual compounded rate of return for the S&P 500 was -0.6%, including reinvestment of dividends. The actual rate of return is largely dependent on the type of investments you select. Annual rate of return The annual rate of return for your 401(k) account. Current 401(k) balance The starting balance or current amount you have invested or saved in your 401(k). Source: State income tax rate The current State marginal tax rate you expect to pay on any additional income (or taxable distributions). Filing Status and Income Tax Rates 2010Ĭaution: Do not use these tax rate schedules to figure 2009 taxes. Please note that state taxes are entered in a separate entry field. If you are unsure, the calculator will choose 25%. Federal income tax rate Consult the table below to determine your federal tax bracket. We calculate the ending balance at retirement for each of your rollover options. Age of retirement Age you wish to retire. You should consult your tax or legal advisor concerning your particular situation. Distributions are subject to income tax (distributions prior to age 59 1/2 may also be subject to a 10% additional tax penalty). You should keep in mind that this amount represents pre-tax funds held within the retirement plan. *You may have one or more of the following options available for saving your money: rolling it into an IRA, moving it into your new employer's plan, or leaving it with your old employer.
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