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2 a Many employers offer a 401K or 403B plan that allows employees to invest for retirement. The beauty of the plan is that employees

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2 a Many employers offer a 401K or 403B plan that allows employees to invest for retirement. The beauty of the plan is that employees who invest $19,500 in a year, will pay federal taxes on $19,500 less in income-a tremendous tax savings. If we assume that the tax saved equals the rise of return on an investment, calculate the return on investment for the two employees below. $50,000 $50,000 $19,500 S50,000-$19.500 $31.500 $0 $50.000 AGI minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (10.796) State Tax Paid (496) Tax Savings: Rate of retum (.00/S31500) 15 +$2.000-5 S $19.500 (04XSSOCIO) - $2.000 +5 % b. Repeat the above calculations to determine the tax savings of a single employee. $90,000 $90,000 $19,500 SO AG minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (14.7%) State Tax Paid (4%) Tax Savings: Rate of return; Repeat the above calculations to determine the tax savings of a married employee. $125,000 $125,000 $19,500 SO Al minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (16,3%) State Tax Paid (4%) Tax Savings: Rate of return; 2 a Many employers offer a 401K or 403B plan that allows employees to invest for retirement. The beauty of the plan is that employees who invest $19,500 in a year, will pay federal taxes on $19,500 less in income-a tremendous tax savings. If we assume that the tax saved equals the rise of return on an investment, calculate the return on investment for the two employees below. $50,000 $50,000 $19,500 S50,000-$19.500 $31.500 $0 $50.000 AGI minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (10.796) State Tax Paid (496) Tax Savings: Rate of retum (.00/S31500) 15 +$2.000-5 S $19.500 (04XSSOCIO) - $2.000 +5 % b. Repeat the above calculations to determine the tax savings of a single employee. $90,000 $90,000 $19,500 SO AG minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (14.7%) State Tax Paid (4%) Tax Savings: Rate of return; Repeat the above calculations to determine the tax savings of a married employee. $125,000 $125,000 $19,500 SO Al minus TSA contribution Investment in TSA Taxable income Fed Tax Paid (16,3%) State Tax Paid (4%) Tax Savings: Rate of return

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