investor.create: Create Investor

In rexmacey/TaxAwareAA: Tax Aware Asset Allocation

Description

This function creates an investor object.

Usage

investor.create(value.taxable, value.deferred, value.exempt,
  horizon = 10, taxrate.state = 0, taxrate.ordinc = 0,
  taxrate.LTCG = 0, taxrate.STCG = 0, taxrate.qualdiv = 0,
  taxrate.surcharge = 0.038, income = NULL)

Arguments

value.taxable	Value in taxable account
value.deferred	Value in deferred account
value.exempt	Value in exempt account.
horizon	Time horizon in years. Default is 10.
taxrate.state	State income tax rate. Default is 0.
taxrate.ordinc	Federal tax rate on ordinary income. Default is 0.
taxrate.LTCG	Federal tax rate on long-term capital gains. Default is 0.
taxrate.STCG	Federal tax rate on short-term capital gains. Default is 0.
taxrate.qualdiv	Federal tax rate qualified dividends. Default is 0.
taxrate.surcharge	Net investment income tax rate (section 1411 of IRC). Default is 0.038.
income	Income level. Might be used for looking up tax rates. Default is NULL

Value

An investor class object which is a list containing items related to the investor. This package internally calculate income and capital gain rates that combine federal, state and surcharge taxes.

rexmacey/TaxAwareAA documentation built on Dec. 3, 2019, 7:54 a.m.