Inputs
Results
Non-registered projection
Details
Account and tax summary
Account value, adjusted cost base, estimated tax drag, and after-tax value.
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These tables separate the account value, cost base, estimated tax drag, and estimated after-tax value.
Account projection summary
Tax and fee effects
Details
Annual Projection
Year-by-year contributions, tax paid, ending value, cost base, and unrealized gain.
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Details
Advanced account detail
Asset-level income, fees, rebalancing, selected-year detail, and scenario comparison.
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Ending allocation and cost base
Taxable income by selected year
Annual rebalancing mechanism
Selected-year rebalancing detail
Rebalancing scenario comparison
Methodology and Disclosure