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asset projection


• 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: Tax Calculations
Are Not Included --
POST-TAX PORTFOLIO: Pre- vs Post-Tax Separated
for Convenience Only.
TOTAL:

CURRENT AGE:yrs

CONTRIBUTIONS

ANNUAL  CONTRIBUTION:Will Adjust for Inflation
END IN YEAR:
Adjust Contributions for Inflation?



DISTRIBUTIONS

ANNUAL DISTRIBUTION:Will Adjust for Inflation
BEGIN IN YEAR:
Adjust Distributions for Inflation?





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
664001,427,954
765001,470,936
8660114,8691,400,342
9670117,1661,325,327
10680119,5091,245,710
11690121,8991,161,306
12700124,3371,071,924
13710126,824977,365
14720129,361877,423
15730131,948771,885
16740134,587660,532
17750137,279543,136
18760140,024419,460
19770142,825289,261
20780145,681152,287
21790148,5958,276
22800151,567-143,042
23810154,598-301,945
24820157,690-468,724
25830160,844-643,676







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