In addition, despite improved delivery in recent years, it is also clear there are several areas of the company that need to be strengthened. That's why, in July, I set out three long-term priorities which everyone in the company is focused on: Innovation, Performance and Trust. I ...
10% is a fair assumption because I anticipate the capital gains will be taxed at 15% for long-term capital gain in brokerage firms, 0% for Roth IRA and up to 15% for 401(k). It also implies that capital gains will be taxed immediately each year, which is conservative. Also, there ...