01 ·
ACCOUNT REGISTER
Taxable & qualified holdings for the household.
$440,000
Total invested
2
Accounts
1
People
+$27,000
Additions / yr
Engineered Finance
FEA
sible
Sheet
ACCT-01
Rev
C
Client
Person 1
Plan
Retirement
Scale
N.T.S.
Units
USD
Title
Account Register & Allocation
Date
2026-06-08
By
FZ
PLAN FEAS.
—
AWAITING RUN
FIG.1
— Allocation by tax treatment
DIM IN USD
$0
TAXABLE
·
0%
$350,000
TAX-DEFERRED
·
80%
$90,000
TAX-FREE
·
20%
TBL.1
— Account schedule
2 ITEMS
| Tag | Account | Owner | Treatment | Balance | Annual add | Status | |
|---|---|---|---|---|---|---|---|
A-1 | Traditional IRA | Person 1 | Traditional | $350,000 | +$20000/yr | — | |
A-2 | Roth IRA | Person 1 | Roth | $90,000 | +$7000/yr | — | |
Add account | |||||||
Total — all accounts | $440,000 | +$27,000/yr | |||||
GENERAL NOTES & DISCLAIMER
For educational and illustrative purposes only — not financial, tax, legal, or investment advice. Projections are hypothetical, generated by Monte Carlo simulation from the assumptions you enter, and are not a guarantee of future results. While FEAsible strives to reflect current U.S. tax law and sound financial principles, tax rules change and not every edge case or interaction can be modeled or tested. Verify anything you rely on and consult a qualified financial, tax, or legal professional before making decisions.
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