RETIREMENT

01 / 15

RETIREMENT PROJECTIONASSUMPTION · HISTORICAL

PRESENT VALUE$420,000

CONTRIBUTION$600/mo

TODAY41

RETIRE65

ANNUAL WITHDRAWAL$55,000

RETURN ASSUMPTIONREAL · 5.5%

70/30 stocks/bonds · 8.5% nominal, 1928–2024 averages

PROJECTION READOUT

NEST EGG AT RETIREMENT

$1,868,946

LASTS

60+ yr

HORIZON

24 yr

WITHDRAWALS OF $55K/YR ARE COVERED BY GROWTH

GROWTH / DRAWDOWNAGE 41 → 100

GROWTHDRAWDOWN

EXPORT

EXPORTS EVERY INPUT, RESULT AND YEAR-BY-YEAR FIGURE FROM THIS CALCULATION.

FIGURES IN TODAY'S DOLLARS. RETURNS ARE HISTORICAL AVERAGES, NOT GUARANTEES.