Excel 7 - 15 420,742.45 110,175.00 99,157.50 851,353.31 20...

Info iconThis preview shows page 1. Sign up to view the full content.

View Full Document Right Arrow Icon
Carty Financial 401(k) Plan Retirement Forecasting Client Name John Page Monthly Contribution Annual Salary $73,450.00 Client $612.08 Client Investment % 10.00% Employer $550.88 Employer Match % 9.00% Total $1,162.96 Expected Annual Return 8.50% Years of Service 25 Future Value $1,200,240.81 Investment Results Future Value $1,200,240.81 $183,625.00 $165,262.50 $851,353.31 5 86,573.45 36,725.00 33,052.50 851,353.31 10 218,797.14 73,450.00 66,105.00 851,353.31
Background image of page 1
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: 15 420,742.45 110,175.00 99,157.50 851,353.31 20 729,173.65 146,900.00 132,210.00 851,353.31 25 1,200,240.81 183,625.00 165,262.50 851,353.31 30 1,919,701.96 220,350.00 198,315.00 851,353.31 35 3,018,535.41 257,075.00 231,367.50 851,353.31 40 4,696,784.39 293,800.00 264,420.00 851,353.31 45 7,259,975.05 330,525.00 297,472.50 851,353.31 Years of Service Client Investment Employer Match Return on Investment...
View Full Document

This note was uploaded on 03/17/2008 for the course CMPSC 203 taught by Professor Walters,mary during the Spring '07 term at Pennsylvania State University, University Park.

Ask a homework question - tutors are online