IFR Data Entry

This is an input screen.  Since an annual contribution could be diverted directly to another account to solve the tax problems, we will be looking at lump sum contributions from this point on in the program.

The investment rate of return in Account 1 represents the rate of return you are currently earning on your investment.  Account 2 is the account, which you may wish to divert some of your dollars to avoid the Compound Interest problem.  This will become clearer to you as we show you the alternatives available to you.

The Tax Deferred (future) Tax Bracket value is used to calculate the tax due on tax deferred dollars on the IFR summary screen.  This tax appears in the bottom box of each column of the summary.  For tax-free investments, just set this value to zero.