How Much Estate Tax Will You Pay?

How Much Estate Tax Will You Pay? You might not be thinking about it now, but when your IRA or 401(k) increase substantially, and you have a $1,500,000 life insurance policy to protect the family.. you'll be glad you thought about the future.

Please note: The unified credit is based on the 2001 Tax Bill. After 2010, the calculations revert back to current law, so your unified credit drops from $3.5 million in 2009 to infinite (i.e. no tax) in 2010 back down to $1 million in 2011.

Current IRA/401(k) Balance
IRA/401(k) Yield
IRA/401(k) Contributions/Year
After-Tax Investments
After-Tax Yield
After-Tax Contributions/Year
Life Insurance Face Value
Home Market Value
Mortgage Balance
Years Remaining of Mortgage
Mortgage Payment (Prin + Int)
Mortgage Interest Rate (%)
House Appreciation (%)
Cash/Checking Balance
Personal Property
Automobile Value
Automobile Loan Balance
Inflation