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