Sample Scenario

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VARIABLES

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DETAILS

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Total Charitable Payraise®:
Yearly Charitable Payraise®:
ROQS® Method Total Income:
ROQS® Method Average Yearly Income:
Traditional Assets Total Income:
Traditional Assets Average Yearly Income:
General:
Organization
The Charitable Payraise LLC
Advisor
Advisor, Fidelity
Client
S, Walt
Birthday
January 1957
Age
67
State
South Carolina
Home Phone
Office Phone
Mobile Phone
Email
Walt@gmail.com
Fax
Portfolio Details:
401k Assets:
Total 401k Assets
$3,300,000
Company NUA FMV
Value of Other 401k Funds
$0
Company NUA Stock Basis
$250,000
Company Stock Symbol
ERM
Date to Sever Assets from Current Plan
01/01/2024
Other Pre-Tax Retirement Assets
$2,000,000
Capital Asset FMV
$0
Capital Asset Basis
$0
Key Assumptions:
Years Until Income
Roth IRA Deferral Years
5
Retirement State
Virginia
Combined State & Federal Income Tax Rate
Pre-Distribution
41.00%
Post-Distribution
35.00%
Combined Capital Tax Rate (Fed, State and ACA)
30.00%
Appraisal Discount for Charitable Deductions
17.00%
Portfolio Growth Rate: Pre Distribution
Portfolio Growth Rate: Post Distribution
Yearly Donor Withdrawal Rate
Yearly Charitable Distribution Rate
Life Expectancy
RLLC Information:
Incorporation State
South Carolina
Name
Walt & Jean Philanthropic LLC
Loan Interest Rate
2.11%
Yearly Management Fee
0.00%
Life Insurance Death Benefit
$3,000,000
Beginning Value:
TBD
Total Distributions and RLLC Value:
TBD
Total Amount Owed to RLLC:
TBD
IRA and Roth Remaining Value:
TBD
Life Insurance Policy Value:
TBD
Net Owed to RLLC:
TBD
Beginning IRA Value:
TBD
Beginning Roth Value:
TBD
Total Payout Years:
TBD
Total AFTER Tax Payout:
TBD
IRA and Roth Remaining Value:
TBD
Beginning Traditional Assets:
TBD
Total Payout Years:
TBD
Total Traditional AFTER Tax Payout:
TBD
Traditional Asseets Remaining Value:
TBD
Calculation Disclaimer:
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