Retire Plan 4
Content
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.
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.
