Investments: Stocks, Bonds, CDs
Investments: Stocks, Bonds, CDs
Assuming the Primary user is 40 years old, this example shows how to capture a $100k mutual fund purchased 3 years ago for $80k, expected to grow at 9% annually (taxable profits) for the next 10 years until it is sold, subject to a 1% sales commission and long term capital gains tax (assumed to be 15%).
Invoke the Asset Manager like this:
Click Next displays Asset Description tab:
Use the table below, and the Asset tabs that will appear as you progress through the Asset Manager, to specify the mutual fund as defined above:
Assuming the Primary user is 40 years old, this example shows how to capture a $100k mutual fund purchased 3 years ago for $80k, expected to grow at 9% annually (taxable profits) for the next 10 years until it is sold, subject to a 1% sales commission and long term capital gains tax (assumed to be 15%).
Invoke the Asset Manager like this:
Click Next displays Asset Description tab:
Use the table below, and the Asset tabs that will appear as you progress through the Asset Manager, to specify the mutual fund as defined above: