Appendix FWhat is Included, What is Excluded, and Known Limitations of the Program

Financial planning, especially tax planning, is a very complex subject. Accordingly, no single program can encompass every possible scenario or effect. This appendix explains which factors are and are not included in the calculations and results provided by the Rhino Retirement Analyzer.

Factors that are Included in the Rhino Retirement Analyzer Calculations

Taxes

The tax calculations of the Rhino Retirement Analyzer include the following considerations:

  1. FICA taxes, including Medicare contributions and OASDI.
  2. Capital gains, including the special treatment of capital gains and qualified dividends in the 10% and 15% brackets, and the maximum $3000 capital loss ...

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