| "Illustration" for JENNIFER SMITH |
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| For demo purposes, the results shown reflect sample data. |  |
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Following are the details of your projected retirement income per year for the plan selected. To access more information, click on a specific Year.
Important: To see the impact of any change you make to the expected rate of return, click on the Recalculate button. Click on the Submit button to apply the change to your illustration. |
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|
Year
|
Owner's
age on
Jan.
1st |
Opening
balance
($) |
Gross
monthly
income
($) |
Net
monthly
income
($) |
Gross
annual
income
($) |
Net
annual
income
($) |
|
| 2023 |
64 |
341,421.95 |
0.00 |
0.00 |
0.00 |
0.00 |
|
| 2024 |
65 |
346,473.40 |
1,770.00 |
1,708.49 |
21,240.00 |
20,501.88 |
|
| 2025 |
66 |
345,387.33 |
1,770.00 |
1,712.93 |
21,240.00 |
20,555.16 |
|
| 2026 |
67 |
344,236.08 |
1,770.00 |
1,717.72 |
21,240.00 |
20,612.64 |
|
| 2027 |
68 |
343,015.76 |
1,770.00 |
1,722.93 |
21,240.00 |
20,675.16 |
|
| 2028 |
69 |
341,722.23 |
1,770.00 |
1,728.60 |
21,240.00 |
20,743.20 |
|
| 2029 |
70 |
340,351.08 |
1,770.00 |
1,734.81 |
21,240.00 |
20,817.72 |
|
| 2030 |
71 |
338,897.66 |
2,084.22 |
2,084.22 |
25,010.64 |
25,010.64 |
Min |
| 2031 |
72 |
333,473.76 |
2,078.65 |
2,078.65 |
24,943.80 |
24,943.80 |
Min |
| 2032 |
73 |
327,793.26 |
2,073.29 |
2,073.29 |
24,879.48 |
24,879.48 |
Min |
| 2033 |
74 |
321,838.17 |
2,067.81 |
2,067.81 |
24,813.72 |
24,813.72 |
Min |
| 2034 |
75 |
315,593.51 |
2,064.51 |
2,064.51 |
24,774.12 |
24,774.12 |
Min |
| 2035 |
76 |
309,014.94 |
2,057.52 |
2,057.52 |
24,690.24 |
24,690.24 |
Min |
| 2036 |
77 |
302,128.05 |
2,051.95 |
2,051.95 |
24,623.40 |
24,623.40 |
Min |
| 2037 |
78 |
294,896.78 |
2,047.08 |
2,047.08 |
24,564.96 |
24,564.96 |
Min |
| 2038 |
79 |
287,291.82 |
2,042.17 |
2,042.17 |
24,506.04 |
24,506.04 |
Min |
| 2039 |
80 |
279,291.25 |
2,036.50 |
2,036.50 |
24,438.00 |
24,438.00 |
Min |
| 2040 |
81 |
270,880.71 |
2,029.35 |
2,029.35 |
24,352.20 |
24,352.20 |
Min |
| 2041 |
82 |
262,053.90 |
2,024.37 |
2,024.37 |
24,292.44 |
24,292.44 |
Min |
| 2042 |
83 |
252,759.03 |
2,017.86 |
2,017.86 |
24,214.32 |
24,214.32 |
Min |
| 2043 |
84 |
242,986.91 |
2,010.72 |
2,010.72 |
24,128.64 |
24,128.64 |
Min |
| 2044 |
85 |
232,716.72 |
2,003.30 |
2,003.30 |
24,039.60 |
24,039.60 |
Min |
| 2045 |
86 |
221,922.01 |
1,995.45 |
1,995.45 |
23,945.40 |
23,945.40 |
Min |
| 2046 |
87 |
210,576.63 |
1,988.19 |
1,988.19 |
23,858.28 |
23,858.28 |
Min |
| 2047 |
88 |
198,640.25 |
1,979.78 |
1,979.78 |
23,757.36 |
23,757.36 |
Min |
| 2048 |
89 |
186,091.62 |
1,971.02 |
1,971.02 |
23,652.24 |
23,652.24 |
Min |
| 2049 |
90 |
172,898.34 |
1,962.40 |
1,962.40 |
23,548.80 |
23,548.80 |
Min |
| 2050 |
91 |
159,019.99 |
1,951.97 |
1,951.97 |
23,423.64 |
23,423.64 |
Min |
| 2051 |
92 |
144,437.83 |
1,940.28 |
1,940.28 |
23,283.36 |
23,283.36 |
Min |
| 2052 |
93 |
129,125.22 |
1,928.27 |
1,928.27 |
23,139.24 |
23,139.24 |
Min |
| 2053 |
94 |
113,042.28 |
1,884.04 |
1,884.04 |
22,608.48 |
22,608.48 |
Min |
| 2054 |
95 |
96,540.97 |
1,770.00 |
1,753.90 |
21,240.00 |
21,046.80 |
|
| 2055 |
96 |
80,458.95 |
1,770.00 |
1,727.10 |
21,240.00 |
20,725.20 |
|
| 2056 |
97 |
63,412.00 |
1,770.00 |
1,698.69 |
21,240.00 |
20,384.28 |
|
| 2057 |
98 |
45,342.24 |
1,770.00 |
1,668.57 |
21,240.00 |
20,022.84 |
|
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Click on the arrow to restore the
table. |
| 2058 |
99 |
26,188.29 |
1,770.00 |
1,636.65 |
21,240.00 |
19,639.80 |
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