Asset Inputs
Horizon: 20y
1y 50y
Normal Risk-Free Rate: 1.5%
0% 10%
Nominal Expected Asset Return: 6.0%
0% 25%
Risky Asset Volatility: 18%
1% 100%
CRRA Risk Aversion: 2.00
1.00 5.00
Dividend Yield: 2.0%
0% 25%
Current Risk-Asset Allocation: 70%
0% 100%
Tax Inputs
Unrealized Gain in Portfolio: 35%
0% 99%
Current Capital Gains Tax Rate: 30%
0% 99%
Future Capital Gains Tax Rate: 50%
0% 99%
Probability of Taxable Realization: 100%
0% 100%
Future Dividend Tax Rate: 50%
0% 100%
Future Interest Tax Rate: 50%
0% 100%
Realized Loss Value: 0%
0% 100%
Realized Loss Decay Time: 20
1 50
Early Realization Calculator
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