Roth

This is one of your Roth accounts.

Shown are first year transactions. In this case, we take a rollover from the IRA, then make an S&P purchase, and a ladder of TIPS bonds that mature over the first years of the portfolio.

Charts

Three charts are shown. Swipe to view each in turn.

Account Activity

Withdrawals are on top. Roll-ins are on the bottom.

Withdrawals and roll-ins from “cash” and S&P accounts are shown separately.

Account Assets

Yearly total account balances, with “cash” and S&P assets highlighted.

In this case, the bulk of the estate migrates to the Roth account as RMDs are just pitched into the Roth account.

Untaxed Earnings

These numbers are shown solely for amusement purposes.