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Design accurate and visually pleasing model to compare and graph:
*Investment return of proposed cash value insurance
*VS investing in low risk bonds in an IRA
*VS investing in low risk bonds in a Roth IRA
*VS investing in stock bond portfolio taxable account
Each option should allow input for
*total years for analysis
*annual premium or investment (more than 1 possibility i.e years 1-x, x-20 etc.)
*assumed % Compounded annual return
*tax rate (upon sale at the end)
Should hi light amount invested vs investment growth vs final after tax total. See attached for a different comparison but same idea.
Note: For simplicity the taxable account will use assumptions from major mutual fund stats (Vanguard SP 500 and Total bond fund) for tax drag during investment period.
Note: the IRA account must illustrate the extra $ being invested due ti being pretax.
***Must be compatible with Excel 2003,2007,2010
***Set up to print and be visually pleasing on 1 page. See attached.
*** Time fr...
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