| RETIREMENT PLAN CALCULATOR |
| | Enter numbers in RED | | | Answers in GREEN |
| STARTING AT AGE | | | | | 28 |
| RETIRING AT AGE | | | | | 66 |
| ACTUARIAL DEATH | | | | | 88 |
| CURRENT PLAN VALUE (CPV) | | | | | $50,000 |
| RATE OF RETURN IN ACC | | | | | 7.0% |
| RATE OF RETURN IN RET | | | | | 4.0% |
| FROM ACCUMULATION TO RETIREMENT |
| ANNUAL CONTRIBUTION | | | | | $3,500 |
| FUTURE VALUE OF CPV | | | | | $653,964 |
| FUTURE VALUE OF CONTRIBUTIONS | | | | | $603,964 |
| TOTAL FUTURE VALUE | | | | | $1,257,927 |
| ACCUMULATION RISK | | | | | 0.52 |
| ANNUAL RETIREMENT INCOME | | | | | $87,047 |
| FROM RETIREMENT TO ACCUMULATION |
| ANNUAL RETIREMENT INCOME DESIRED | | | | | $100,000 |
| PRESENT VALUE NEEDED AT RETIREMENT | | | | | -$1,445,112 |
| FUTURE VALUE OF CPV | | | | | $653,964 |
| DIFFERENCE | | | | | -$791,148 |
| ANNUAL CONTRIBUTION | | | | | $4,585 |
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retirement_plan_calculations.xls
