Retire Plan 4
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Date May-06 May-07 May-08 May-09 May-10 May-11 May-12 May-13 May-14 May-15 May-16 May-17 May-18 May-19 May-20 May-21 May-22 May-23 May-24 May-25 May-26 May-27 May-28 May-29 May-30 May-31 May-32 May-33 May-34 May-35 May-36 May-37 May-38 May-39 May-40 May-41 May-42 May-43 May-44 May-45 May-46 May-47 May-48 May-49 May-50 May-51 May-52 May-53 May-54 May-55 May-56 May-57 May-58 May-59 May-60 May-61 May-62 May-63 May-64 May-65 May-66 May-67 May-68 May-69 May-70 May-71 May-72 May-73 May-74 May-75 May-76 May-77 May-78 May-79 May-80 May-81 May-82 May-83 May-84 May-85 May-86 May-87 May-88 May-89 May-90 May-91 May-92 May-93 May-94 May-95 May-96 May-97 May-98 May-99 May-00 May-01 May-02 May-03 May-04 May-05
Invest total Annual return Pension/SS Taxes Expenses Do not enter any values in Columns A through F $1,692,362 $118,465 $0 $33,058 $37,635 $1,740,135 $121,809 $0 $33,991 $38,575 $1,789,377 $125,256 $0 $34,953 $39,540 $1,840,140 $128,810 $0 $35,945 $40,528 $1,892,477 $132,473 $0 $36,967 $41,542 $1,946,442 $136,251 $0 $38,021 $42,580 $2,002,091 $140,146 $0 $39,108 $43,645 $2,059,485 $144,164 $0 $40,229 $44,736 $2,118,683 $148,308 $0 $41,386 $45,854 $2,179,751 $152,583 $0 $42,579 $47,000 $2,242,755 $156,993 $0 $43,809 $48,175 $2,307,763 $161,543 $0 $45,079 $49,380 $2,374,847 $166,239 $14,000 $49,771 $50,614 $2,454,700 $171,829 $14,000 $51,331 $51,880 $2,537,319 $177,612 $14,000 $52,945 $53,177 $2,622,809 $183,597 $14,000 $54,615 $54,506 $2,711,284 $189,790 $14,000 $56,343 $55,869 $2,802,862 $196,200 $14,000 $58,132 $57,265 $2,897,665 $202,837 $14,000 $59,984 $58,697 $2,995,820 $209,707 $14,000 $61,901 $60,165 $3,097,462 $216,822 $14,000 $63,887 $61,669 $3,202,729 $224,191 $14,000 $65,943 $63,210 $3,311,766 $231,824 $14,000 $68,073 $64,791 $3,424,726 $239,731 $14,000 $70,280 $66,410 $3,541,767 $247,924 $14,000 $72,566 $68,071 $3,663,055 $256,414 $14,000 $74,935 $69,772 $3,788,761 $265,213 $14,000 $77,391 $71,517 $3,919,067 $274,335 $14,000 $79,936 $73,305 $4,054,161 $283,791 $14,000 $82,575 $75,137 $4,194,240 $293,597 $14,000 $85,311 $77,016 $4,339,511 $303,766 $14,000 $88,149 $78,941 $4,490,186 $314,313 $14,000 $91,092 $80,915 $4,646,493 $325,255 $14,000 $94,145 $82,937 $4,808,665 $336,607 $14,000 $97,313 $85,011 $4,976,947 $348,386 $14,000 $100,600 $87,136 $5,151,597 $360,612 $14,000 $104,012 $89,315 $5,332,883 $373,302 $14,000 $107,553 $91,547 $5,521,084 $386,476 $14,000 $111,229 $93,836 $5,716,494 $400,155 $14,000 $115,046 $96,182 $5,919,421 $414,359 $14,000 $119,010 $98,587 $6,130,183 $429,113 $14,000 $123,127 $101,051 $6,349,117 $444,438 $14,000 $127,404 $103,578 $6,576,574 $460,360 $14,000 $131,847 $106,167 $6,812,920 $476,904 $14,000 $136,464 $108,821 $7,058,540 $494,098 $14,000 $141,262 $111,542 $7,313,834 $511,968 $14,000 $146,248 $114,330 $7,579,224 $530,546 $14,000 $151,433 $117,188 $7,855,149 $549,860 $14,000 $156,822 $120,118 $8,142,069 $569,945 $14,000 $162,427 $123,121 $8,440,465 $590,833 $14,000 $168,256 $126,199 $8,750,843 $612,559 $14,000 $174,319 $129,354 $9,073,729 $635,161 $14,000 $180,626 $132,588 $9,409,676 $658,677 $14,000 $187,188 $135,903 $9,759,263 $683,148 $14,000 $194,017 $139,300 $10,123,094 $708,617 $14,000 $201,124 $142,783 $10,501,804 $735,126 $14,000 $208,522 $146,352 $10,896,057 $762,724 $14,000 $216,223 $150,011 $11,306,547 $791,458 $14,000 $224,241 $153,761 $11,734,002 $821,380 $14,000 $232,591 $157,605 $12,179,186 $852,543 $14,000 $241,287 $161,546 $12,642,897 $885,003 $14,000 $250,345 $165,584 $13,125,970 $918,818 $14,000 $259,781 $169,724 $13,629,283 $954,050 $14,000 $269,613 $173,967 $14,153,753 $990,763 $14,000 $279,858 $178,316 $14,700,341 $1,029,024 $14,000 $290,535 $182,774 $15,270,057 $1,068,904 $14,000 $301,663 $187,343 $15,863,954 $1,110,477 $14,000 $313,264 $192,027 $16,483,139 $1,153,820 $14,000 $325,359 $196,828 $17,128,772 $1,199,014 $14,000 $337,971 $201,748 $17,802,066 $1,246,145 $14,000 $351,123 $206,792 $18,504,296 $1,295,301 $14,000 $364,840 $211,962 $19,236,794 $1,346,576 $14,000 $379,149 $217,261 $20,000,960 $1,400,067 $14,000 $394,076 $222,692 $20,798,259 $1,455,878 $14,000 $409,650 $228,260 $21,630,228 $1,514,116 $14,000 $425,901 $233,966 $22,498,476 $1,574,893 $14,000 $442,862 $239,815 $23,404,693 $1,638,328 $14,000 $460,563 $245,811 $24,350,647 $1,704,545 $14,000 $479,042 $251,956 $25,338,195 $1,773,674 $14,000 $498,332 $258,255 $26,369,281 $1,845,850 $14,000 $518,473 $264,711 $27,445,947 $1,921,216 $14,000 $539,504 $271,329 $28,570,330 $1,999,923 $14,000 $561,468 $278,112 $29,744,673 $2,082,127 $14,000 $584,407 $285,065 $30,971,327 $2,167,993 $14,000 $608,368 $292,192 $32,252,760 $2,257,693 $14,000 $633,400 $299,497 $33,591,557 $2,351,409 $14,000 $659,551 $306,984 $34,990,431 $2,449,330 $14,000 $686,877 $314,659 $36,452,226 $2,551,656 $14,000 $715,431 $322,525 $37,979,926 $2,658,595 $14,000 $745,273 $330,588 $39,576,661 $2,770,366 $14,000 $776,463 $338,853 $41,245,711 $2,887,200 $14,000 $809,066 $347,324 $42,990,521 $3,009,336 $14,000 $843,148 $356,007 $44,814,702 $3,137,029 $14,000 $878,781 $364,907 $46,722,042 $3,270,543 $14,000 $916,039 $374,030 $48,716,516 $3,410,156 $14,000 $954,999 $383,381 $50,802,293 $3,556,160 $14,000 $995,742 $392,965 $52,983,746 $3,708,862 $14,000 $1,038,354 $402,790 $55,265,465 $3,868,583 $14,000 $1,082,924 $412,859 $57,652,264 $4,035,658 $14,000 $1,129,547 $423,181 $60,149,195 $4,210,444 $14,000 $1,178,322 $433,760
Inputs Enter Values Invest Total $2,000,000 Mo. Savings $0 Retire Date* May-06 Annual Exp# $40,000 Tax rate 32.21% Invest return 7.00% Inflation 2.50% Pension $0 SS $14,000 Pension/SS $14,000 Pen/SS Date* Jan-18 Cap. Gains % 25.00% Dividend/IRA % 75.00% Enter Date*: Jan-47 Assetts $6,130,183 Today 10/18/2008 Notes: *Enter Date as 1/1/xxxx #Expenses exclusive of income taxes
Insert personal Data in Cells I2 through I15 only! Do not change any other cells!
$0.00 -29.62
0.58%
No guarantees, implied or otherwise are provided. This tool is provided for informal planning purposes only. Use at your own risk.
$50,000,000 $47,500,000 Income
Fed Tax
State Tax
Tax
$45,000,000
$25,000 $42,500,000 $50,000 $40,000,000 $75,000 $37,500,000 $87,500 $35,000,000 $100,000 $32,500,000 $150,000 $30,000,000 $200,000 $27,500,000
Cap $25,000,000 Gains
13.00% 20.21% 23.51% 24.58% 25.38% 27.25% 28.19%
1.50% 2.54% 3.53% 3.94% 4.24% 4.95% 5.31%
14.50% 22.75% 27.04% 28.52% 29.63% 32.21% 33.50%
15%
$22,500,000
Column B
$20,000,000 $17,500,000 $15,000,000 $12,500,000 $10,000,000 $7,500,000 $5,000,000 $2,500,000 $0 MMM MM MM MM MM MMMMMMMM MM MM MM MMMMMMM a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y-
No guarantees, implied or otherwise are provided. This tool is provided for informal planning purposes only. Use at your own risk.
Invest total Annual return Pension/SS Taxes Expenses Do not enter any values in Columns A through F $1,692,362 $118,465 $0 $33,058 $37,635 $1,740,135 $121,809 $0 $33,991 $38,575 $1,789,377 $125,256 $0 $34,953 $39,540 $1,840,140 $128,810 $0 $35,945 $40,528 $1,892,477 $132,473 $0 $36,967 $41,542 $1,946,442 $136,251 $0 $38,021 $42,580 $2,002,091 $140,146 $0 $39,108 $43,645 $2,059,485 $144,164 $0 $40,229 $44,736 $2,118,683 $148,308 $0 $41,386 $45,854 $2,179,751 $152,583 $0 $42,579 $47,000 $2,242,755 $156,993 $0 $43,809 $48,175 $2,307,763 $161,543 $0 $45,079 $49,380 $2,374,847 $166,239 $14,000 $49,771 $50,614 $2,454,700 $171,829 $14,000 $51,331 $51,880 $2,537,319 $177,612 $14,000 $52,945 $53,177 $2,622,809 $183,597 $14,000 $54,615 $54,506 $2,711,284 $189,790 $14,000 $56,343 $55,869 $2,802,862 $196,200 $14,000 $58,132 $57,265 $2,897,665 $202,837 $14,000 $59,984 $58,697 $2,995,820 $209,707 $14,000 $61,901 $60,165 $3,097,462 $216,822 $14,000 $63,887 $61,669 $3,202,729 $224,191 $14,000 $65,943 $63,210 $3,311,766 $231,824 $14,000 $68,073 $64,791 $3,424,726 $239,731 $14,000 $70,280 $66,410 $3,541,767 $247,924 $14,000 $72,566 $68,071 $3,663,055 $256,414 $14,000 $74,935 $69,772 $3,788,761 $265,213 $14,000 $77,391 $71,517 $3,919,067 $274,335 $14,000 $79,936 $73,305 $4,054,161 $283,791 $14,000 $82,575 $75,137 $4,194,240 $293,597 $14,000 $85,311 $77,016 $4,339,511 $303,766 $14,000 $88,149 $78,941 $4,490,186 $314,313 $14,000 $91,092 $80,915 $4,646,493 $325,255 $14,000 $94,145 $82,937 $4,808,665 $336,607 $14,000 $97,313 $85,011 $4,976,947 $348,386 $14,000 $100,600 $87,136 $5,151,597 $360,612 $14,000 $104,012 $89,315 $5,332,883 $373,302 $14,000 $107,553 $91,547 $5,521,084 $386,476 $14,000 $111,229 $93,836 $5,716,494 $400,155 $14,000 $115,046 $96,182 $5,919,421 $414,359 $14,000 $119,010 $98,587 $6,130,183 $429,113 $14,000 $123,127 $101,051 $6,349,117 $444,438 $14,000 $127,404 $103,578 $6,576,574 $460,360 $14,000 $131,847 $106,167 $6,812,920 $476,904 $14,000 $136,464 $108,821 $7,058,540 $494,098 $14,000 $141,262 $111,542 $7,313,834 $511,968 $14,000 $146,248 $114,330 $7,579,224 $530,546 $14,000 $151,433 $117,188 $7,855,149 $549,860 $14,000 $156,822 $120,118 $8,142,069 $569,945 $14,000 $162,427 $123,121 $8,440,465 $590,833 $14,000 $168,256 $126,199 $8,750,843 $612,559 $14,000 $174,319 $129,354 $9,073,729 $635,161 $14,000 $180,626 $132,588 $9,409,676 $658,677 $14,000 $187,188 $135,903 $9,759,263 $683,148 $14,000 $194,017 $139,300 $10,123,094 $708,617 $14,000 $201,124 $142,783 $10,501,804 $735,126 $14,000 $208,522 $146,352 $10,896,057 $762,724 $14,000 $216,223 $150,011 $11,306,547 $791,458 $14,000 $224,241 $153,761 $11,734,002 $821,380 $14,000 $232,591 $157,605 $12,179,186 $852,543 $14,000 $241,287 $161,546 $12,642,897 $885,003 $14,000 $250,345 $165,584 $13,125,970 $918,818 $14,000 $259,781 $169,724 $13,629,283 $954,050 $14,000 $269,613 $173,967 $14,153,753 $990,763 $14,000 $279,858 $178,316 $14,700,341 $1,029,024 $14,000 $290,535 $182,774 $15,270,057 $1,068,904 $14,000 $301,663 $187,343 $15,863,954 $1,110,477 $14,000 $313,264 $192,027 $16,483,139 $1,153,820 $14,000 $325,359 $196,828 $17,128,772 $1,199,014 $14,000 $337,971 $201,748 $17,802,066 $1,246,145 $14,000 $351,123 $206,792 $18,504,296 $1,295,301 $14,000 $364,840 $211,962 $19,236,794 $1,346,576 $14,000 $379,149 $217,261 $20,000,960 $1,400,067 $14,000 $394,076 $222,692 $20,798,259 $1,455,878 $14,000 $409,650 $228,260 $21,630,228 $1,514,116 $14,000 $425,901 $233,966 $22,498,476 $1,574,893 $14,000 $442,862 $239,815 $23,404,693 $1,638,328 $14,000 $460,563 $245,811 $24,350,647 $1,704,545 $14,000 $479,042 $251,956 $25,338,195 $1,773,674 $14,000 $498,332 $258,255 $26,369,281 $1,845,850 $14,000 $518,473 $264,711 $27,445,947 $1,921,216 $14,000 $539,504 $271,329 $28,570,330 $1,999,923 $14,000 $561,468 $278,112 $29,744,673 $2,082,127 $14,000 $584,407 $285,065 $30,971,327 $2,167,993 $14,000 $608,368 $292,192 $32,252,760 $2,257,693 $14,000 $633,400 $299,497 $33,591,557 $2,351,409 $14,000 $659,551 $306,984 $34,990,431 $2,449,330 $14,000 $686,877 $314,659 $36,452,226 $2,551,656 $14,000 $715,431 $322,525 $37,979,926 $2,658,595 $14,000 $745,273 $330,588 $39,576,661 $2,770,366 $14,000 $776,463 $338,853 $41,245,711 $2,887,200 $14,000 $809,066 $347,324 $42,990,521 $3,009,336 $14,000 $843,148 $356,007 $44,814,702 $3,137,029 $14,000 $878,781 $364,907 $46,722,042 $3,270,543 $14,000 $916,039 $374,030 $48,716,516 $3,410,156 $14,000 $954,999 $383,381 $50,802,293 $3,556,160 $14,000 $995,742 $392,965 $52,983,746 $3,708,862 $14,000 $1,038,354 $402,790 $55,265,465 $3,868,583 $14,000 $1,082,924 $412,859 $57,652,264 $4,035,658 $14,000 $1,129,547 $423,181 $60,149,195 $4,210,444 $14,000 $1,178,322 $433,760
Inputs Enter Values Invest Total $2,000,000 Mo. Savings $0 Retire Date* May-06 Annual Exp# $40,000 Tax rate 32.21% Invest return 7.00% Inflation 2.50% Pension $0 SS $14,000 Pension/SS $14,000 Pen/SS Date* Jan-18 Cap. Gains % 25.00% Dividend/IRA % 75.00% Enter Date*: Jan-47 Assetts $6,130,183 Today 10/18/2008 Notes: *Enter Date as 1/1/xxxx #Expenses exclusive of income taxes
Insert personal Data in Cells I2 through I15 only! Do not change any other cells!
$0.00 -29.62
0.58%
No guarantees, implied or otherwise are provided. This tool is provided for informal planning purposes only. Use at your own risk.
$50,000,000 $47,500,000 Income
Fed Tax
State Tax
Tax
$45,000,000
$25,000 $42,500,000 $50,000 $40,000,000 $75,000 $37,500,000 $87,500 $35,000,000 $100,000 $32,500,000 $150,000 $30,000,000 $200,000 $27,500,000
Cap $25,000,000 Gains
13.00% 20.21% 23.51% 24.58% 25.38% 27.25% 28.19%
1.50% 2.54% 3.53% 3.94% 4.24% 4.95% 5.31%
14.50% 22.75% 27.04% 28.52% 29.63% 32.21% 33.50%
15%
$22,500,000
Column B
$20,000,000 $17,500,000 $15,000,000 $12,500,000 $10,000,000 $7,500,000 $5,000,000 $2,500,000 $0 MMM MM MM MM MM MMMMMMMM MM MM MM MMMMMMM a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y-
No guarantees, implied or otherwise are provided. This tool is provided for informal planning purposes only. Use at your own risk.
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