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% 74.9% 115 132 15.07 32.37
Please show work using excel and fill in the missing spaces. Thank you
*** QUARTERLY-COMPOUNDING: 15.0% 100 115 15.0% 15.0% 74.9% 115 132 15.07 32.37 50% 132 152 15.07 52.17 74.9% 152 175 15.07 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: 10/18/2020 CUMULATIVE BOY EQUITY BOY MARGIN Year Age DEPOSIT BALANCE BALANCE BALANCE 20% $50,000 60.0% AMOUNT BORROW EOY ACCOUNT BALANCE ANNUAL GAIN TAX AMOUNT EOY AIT EQUITY BALANCE AIT ANNUAL GAIN AIT ANNUAL GAIN % AIT CUMULATIVE GAIN AIT CUMULATIVE GAIN2 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 25 >>> 3 26 >> 4 27 >> 5 28 > 6 29 *** QUARTERLY-COMPOUNDING: 15.0% 100 115 15.0% 15.0% 74.9% 115 132 15.07 32.37 50% 132 152 15.07 52.17 74.9% 152 175 15.07 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: 10/18/2020 CUMULATIVE BOY EQUITY BOY MARGIN Year Age DEPOSIT BALANCE BALANCE BALANCE 20% $50,000 60.0% AMOUNT BORROW EOY ACCOUNT BALANCE ANNUAL GAIN TAX AMOUNT EOY AIT EQUITY BALANCE AIT ANNUAL GAIN AIT ANNUAL GAIN % AIT CUMULATIVE GAIN AIT CUMULATIVE GAIN2 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 25 >>> 3 26 >> 4 27 >> 5 28 > 6 29Step 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