Answered step by step
Verified Expert Solution
Question
1 Approved Answer
Please show work using excel and fill in the missing spaces. Thank you *** QUARTERLY-COMPOUNDING: 15.0% 100 115 15.0% 15.0% 32.3% 115 132 15.0% 15.0%
Please show work using excel and fill in the missing spaces. Thank you
*** QUARTERLY-COMPOUNDING: 15.0% 100 115 15.0% 15.0% 32.3% 115 132 15.0% 15.0% 132 152 74.9% 50% 20% $50,000 52.1% 74.9% 152 TOTAL - PORTFOLIO MODEL (TAXABLE ACCOUNT) Quarterly-Trading Growth Rate (3X ETFs) Annual Growth Rate @ Margin Rate Marginal Tax Rate Annual Contribution @ QUARTER-ANNUAL-TRADING MODEL DATE: 10/14/2020 CUMULATIVE BOY MARGIN BOY EQUITY Year Age BALANCE DEPOSIT BALANCE BALANCE 175 15.0% 60.0% AMOUNT BORROY EOY ACCOUNT BALANCE ANNUAL GAIN TAX AMOUNT EOY AIT EQUITY BALANCE AIT ANNUAL GAIN AIT ANNUAL GAY AIT CUMULATIVE GA: AIT CUMULATIVE GAIN GA 0 0 23 50,000 50,000 75,000 25,000 131,175 56.175 11,235 119.940 44,940 89.9% 44.940 89.9% 1 24 >>> 2 >>> 3 26 >>> 4 27 5 28 >>> 6 29 7 30 8 31 >>> *** QUARTERLY-COMPOUNDING: 15.0% 100 115 15.0% 15.0% 32.3% 115 132 15.0% 15.0% 132 152 74.9% 50% 20% $50,000 52.1% 74.9% 152 TOTAL - PORTFOLIO MODEL (TAXABLE ACCOUNT) Quarterly-Trading Growth Rate (3X ETFs) Annual Growth Rate @ Margin Rate Marginal Tax Rate Annual Contribution @ QUARTER-ANNUAL-TRADING MODEL DATE: 10/14/2020 CUMULATIVE BOY MARGIN BOY EQUITY Year Age BALANCE DEPOSIT BALANCE BALANCE 175 15.0% 60.0% AMOUNT BORROY EOY ACCOUNT BALANCE ANNUAL GAIN TAX AMOUNT EOY AIT EQUITY BALANCE AIT ANNUAL GAIN AIT ANNUAL GAY AIT CUMULATIVE GA: AIT CUMULATIVE GAIN GA 0 0 23 50,000 50,000 75,000 25,000 131,175 56.175 11,235 119.940 44,940 89.9% 44.940 89.9% 1 24 >>> 2 >>> 3 26 >>> 4 27 5 28 >>> 6 29 7 30 8 31 >>>Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started