Carty_Financial-1

Carty_Financial-1 - 216,000.00 108,000.00 360,773.36 30...

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Carty Financial 401(k) Plan Retirement Forecasting Client Name Don Mcleod Monthly Contribution Annual Salary $72,000.00 Client $720.00 Client Investment % 12.00% Employer $360.00 Employer Match % 6.00% Total $1,080.00 Expected Annual Return 4.00% Years of Service 30 Future Value $749,573.36 Investment Results Future Value $749,573.36 $259,200.00 $129,600.00 $360,773.36 5 71,602.90 43,200.00 21,600.00 360,773.36 10 159,029.79 86,400.00 43,200.00 360,773.36 15 265,777.73 129,600.00 64,800.00 360,773.36 20 396,116.60 172,800.00 86,400.00 360,773.36 25 555,259.91
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Unformatted text preview: 216,000.00 108,000.00 360,773.36 30 749,573.36 259,200.00 129,600.00 360,773.36 35 986,829.41 302,400.00 151,200.00 360,773.36 40 1,276,518.25 345,600.00 172,800.00 360,773.36 45 1,630,227.33 388,800.00 194,400.00 360,773.36 Years of Service Client Investment Employer Match Return on Investment Enter Name and Salary Include Employer Match? Client Investment 13 Employer Match 6 4% 30 Years of Service (1 to 45 Years) Annual Return (1% to 25%) Personalization Center...
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This note was uploaded on 07/13/2008 for the course CMPSC 203 taught by Professor Walters,mary during the Fall '07 term at Penn State.

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