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To: zeestephen

It has been ages since I did present value calculations. What is the interest rate used on that calculation form 1.3 billion to 707 million?


35 posted on 01/12/2023 7:27:57 AM PST by Michael.SF. ( The problem today: people are more concerned about feelings than responsibility)
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To: Michael.SF.

The figure of 707.9 million is the amount that Mega Millions pays out for a lump sum instead of the 30 year payout of the jackpot. Taxes come after that reduction. First you pay Federal and then you pay state. It varies from state to state as to where you live (and perhaps where the winner is paid out if that is a different state).

So in high tax states, you might end up loosing 50% to Federal and State income tax on the 707.3 cash payment.

In North Carolina where I now reside there would be a 25% Federal withholding and a 5.499% state income tax withholding. So I would keep about 491,990,00 of that cash payout. If I diversified that into 10 different holding and trusts paying out an average of 7% a year, I would have a taxable annual income of $34,439,300.00 per year. If I paid taxes of 50% per year I would have to get by on 17,219,650 per year.

That equates to 161 P911CPA which is the standard measure of wealth in my house and that would be forever. (P911CPA is Porsche 911 Convertibles Per Annum)


43 posted on 01/12/2023 7:54:33 AM PST by KC Burke
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To: Michael.SF.

Re: Present Value

I have never completely understood present value.

Anyway, you can take your money in the form of a 30 year annuity.

Your annuity would cost $642 million.

$642 million + $708 million (Cash Option) = $1.35 billion

You get a $45 million check each year, but I do not know how to calculate the necessary interest rate on a declining asset.

I do know how to calculate historical inflation.

If you won $45 million a year in 1993, your purchase power has dropped 53% in 30 years.


71 posted on 01/12/2023 10:05:32 AM PST by zeestephen (43,000)
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