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 OR PROPOSAL

ASSUMPTIONS

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

INFLATION RATE:%
YEARS PROJECTED:yrs

CURRENT VALUES

PRE-TAX PORTFOLIO: Note: No Tax Calculations Are Included At This Time.
POST-TAX PORTFOLIO: Separation of Pre- and Post-Tax for Convenience Only.
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
15920,00001,153,110
26020,40001,208,219
36120,80801,265,394
46221,22401,324,707
56321,64901,386,229
664044,1631,383,791
765045,0461,380,397
866045,9471,375,999
967046,8661,370,550
1068047,8041,364,000
1169048,7601,356,297
1270049,7351,347,386
1371050,7301,337,213
1472051,7441,325,719
1573052,7791,312,844


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 2015-2017 • J. Michael Newlight • all rights reserved

asset projection


quantify the future™

homeaboutfaqlogincontact

selectprint • Set Printer to Portrait

Projection Name: Sample Asset Projection