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View Poll Results: Should the remove the estate tax or the death tax?
estate tax 0 0%
death tax 0 0%
both 2 100.00%
Voters: 2. You may not vote on this poll

 
 
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  #11  
Old 06-18-2021, 02:36 PM
icedwards icedwards is offline
Sarnak

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Join Date: Apr 2015
Posts: 469
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Quote:
Originally Posted by Gatordash [You must be logged in to view images. Log in or Register.]
Each spouse contributes 1150/mo at 8%. He said index funds and the S&P returns almost 10%. Over 40 years you'll be closer to 10 than 5.
$7.15 million with your numbers ($27,600 invested annually, 8% return). The historical average annual return for the S&P500 is 7%, so let's not pretend that last years gains are sustainable over a 40 year time frame.

Back to my original point, none of y'all will ever be effected by the estate tax.

(edit: $5.51 million NFA at 7% annual return FYI)
 


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