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Author: nonqual One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75523  
Subject: Re: IRA capital gains convert to ordinary income Date: 4/17/1998 4:30 PM
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Pixy,
<<Gathering the data to try 18-month trading models would be a horrendous undertaking...>>

I concur, but trying to do it with historical data would be like trying to sprint before crawling. What about conceptually and prospectively using the following assumptions (or whatever you think may be more representative):

Time period: 10 years
Annual Contributions: $4,000 at first of year
Annual Dividend Yield: 1.5%
Capital Appreciation: 16%/yr or 24%/ 18 months
Marginal Tax Rate: 28%
Capital Gains Rate: 20%

I'd try it myself, but I can barely use a word processor let alone a spreadsheet. Just curious
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