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Form Downloads

This is where you can download some necessary forms to make your experience with Turn Two more fruitful.


Download this Sample Return Matrix, it projects out a year of returns based on a beginning balance of $100 @ 2%. It illustrates how quickly your money can grow despite the tax implications. To project your own actual balance...Save and open this document. It is in Excell Format. Just plug in your beginning balance and click. It calculates quarterly taxes and final balance. This is a pretty powerful tool for playing with the numbers and beats a calculator!


Here are the Return Percentage Chart Instructions. For those not into the details, you can read page 3/4. If you have no transactions (deposits, transfers, withdrawals) you only have to read one paragraph in the middle of page 3. Otherwise, you have to read everything after (pg 3/4). And if you really want to know about this stuff, read the whole thing! If you have any questions (I expect quite a few) please call or email me and I will get to them as soon as I can.