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willsucceed

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tT
发表于 2011-7-13 16:13 | 只看该作者

TDA withdrawals

account, withdrawal, because
cant really get a succint answer when i search.

2010AM exam.

if 2M are needed from the TDA account at retirement but withdrawals are taxed, why is the FV not 2M/(1-t)?

is it because the 2M does not count as a withdrawal?
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mar350

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2#
发表于 2011-7-13 16:13 | 只看该作者
It says pre-tax contribution of 3MM. The assumption being she simply changed the TDA into the annuity.

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NakedPuts2011

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3#
发表于 2011-7-13 16:13 | 只看该作者
jmac01 Wrote:
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> dont they need 2M pretax? dont remember fullly.

Yes, but I believe she was getting 1MM from an employee retirement plan. It was 3MM - 1MM.

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Colum

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4#
发表于 2011-7-13 16:13 | 只看该作者
Pretty sure the question stated they needed 3M pretax to meet their goal. 3MM - 1MM from work = 2MM

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Analti_Calte

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5#
发表于 2011-7-13 16:13 | 只看该作者
LobsterBoy Wrote:
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> Which question # is this?

Was number 1, wasn't it?

She was buying the life annuity. Return requirement was 7.05% if memory serves me correct.

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cityboy

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6#
发表于 2011-7-13 16:13 | 只看该作者
Paraguay Wrote:
-------------------------------------------------------
> It says pre-tax contribution of 3MM. The
> assumption being she simply changed the TDA into
> the annuity.


ahh ok that is the key then right? she needs 3M, is getting 1M from elsewhere, so she is "converting" the TDA to the annuity....and this does not count as a withdrawal...2M goes from TDA to annuity

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Valores

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7#
发表于 2011-7-13 16:13 | 只看该作者
Wow you all type very quickly!

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