Client Position Optimization Calculator
See how a client portfolio can benefit from our optimized approach.
Portfolio Optimization | Revisor Group
Prepared For
Value of Optimization
Over 20 years, optimizing the location of these assets is projected to create an additional after-tax value of:
$0
vs. holding the same allocation in every account
Optimized CAGR
6.91%
Non-Optimized CAGR
6.16%
Annual Return Lift
+0.75%
How it works: The most aggressive (high-expected-return) assets are placed in Roth IRAs first then taxable accounts then tax-deferred accounts last. Conservative assets fill in the opposite order. The household maintains the same overall mix; only the location of each asset class changes.
01

Optimized Allocation by Account

02

Detailed Comparison

Metric Traditional IRA Roth IRA Non-Qualified Total
Additional After-Tax Value
$0
over 20 years, after-tax
Return Enhancement
+0.00%
compounded annual return lift
Revisor Group • Portfolio Optimization
Projections based on stated assumptions. Past performance does not guarantee future results.

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