Browsing by Subject "Individual retirement accounts"

Now showing items 1-3 of 3

    • Procedure to Determine the Optimal Roth IRA versus Deductible IRA Allocation 

      Hull, John B.; Hull, Robert M. (Washburn University. School of Business, 2016-03-1)
      This paper offers financial advisors a spreadsheet application to solve the Roth IRA versus deductible IRA (RVD) allocation choice. Our algorithmic procedure requires advisors to input values for nine variables. An optimal ...

    • Procedure to Determine the Optimal Roth IRA versus Deductible IRA Allocation (Revised) 

      Hull, John B.; Hull, Robert M. (Washburn University. School of Business, 2016-08-1)
      We offer a procedure to guide the Roth IRA versus deductible IRA (RVD) allocation decision. We require users to input ten values to generate outputs that include: contribution and withdrawal tax rates; maximum gain; and, ...

    • Retirement Decision-Making: A Pedagogical Application 

      Hull, Robert M. (Washburn University. School of Business, 2016-12-1)
      This paper offers a pedagogical application on retirement decision-making that focuses on the roth IRA versus a traditional deductible IRA (RVD) allocation choice. This paper's exercise challenges students to study the ...