asset projection


quantify the future™

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• This page demonstrates a sample Asset Projection.

• Experiment by entering your own data in the white boxes.

• SUBMIT to see the result.

• To create & save your own Projections, you first must login.

Projection Name: Sample Asset Projection

SELECT A DIFFERENT PROJECTION

ASSUMPTIONS

ANNUAL
RETURN %
% OF
PORTFOLIO
EQUITY:%%
FIXED INCOME:%%
CASH:%%
TOTAL PORTFOLIO:%%

INFLATION RATE:%
YEARS PROJECTED:yrs

CURRENT VALUES

PRE-TAX PORTFOLIO:
POST-TAX PORTFOLIO:
TOTAL:

CURRENT AGE:yrs

CONTRIBUTIONS

ANNUAL  CONTRIBUTION:
END IN YEAR:

DISTRIBUTIONS

ANNUAL DISTRIBUTION:
BEGIN IN YEAR:

End of
Year
AgeProposed
Contribution
Proposed
Distribution
Closing
Balance
15920,00001,169,610
26020,40001,242,759
36120,80801,319,616
46221,22401,400,355
56321,64901,485,159
664044,1631,507,977
765045,0461,530,940
866045,9471,554,038
967046,8661,577,259
1068047,8041,600,589
1169048,7601,624,016
1270049,7351,647,524
1371050,7301,671,098
1472051,7441,694,720
1573052,7791,718,373
The assumptions made for these examples are estimates which can vary widely over time. They are not intended to project or guarantee future results. The rate of return assumptions you have chosen may not be obtainable in current or future financial markets. In order for the hypothetical illustrations to be utilized effectively, they must be used in concert with other substantive information. Illustrated results are based on the assumptions you have provided. Actual results will vary from the illustrations.
© copyright 2015 • J. Michael Newlight • all rights reserved

asset projection


quantify the future™

homeaboutfaqlogincontact


Projection Name: Sample Asset Projection


The assumptions made for these examples are estimates which can vary widely over time. They are not intended to project or guarantee future results. The rate of return assumptions you have chosen may not be obtainable in current or future financial markets. In order for the hypothetical illustrations to be utilized effectively, they must be used in concert with other substantive information. Illustrated results are based on the assumptions you have provided. Actual results will vary from the illustrations.
© copyright 2015 • J. Michael Newlight • all rights reserved