Formatted Investment Chart

Formatted Investment Chart - Monthly Investment...

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Ryan Fessler Page 1 of 2 Printed on: 11/10/2010 Semi-Annual Investment Contributions Annual Investment $6,000.00 Periods per year 2 Name Beginning Bal Rate % of Amount Period Amount Future Value Number of years 20 401K $8,333.00 18% 30% $900 $565,828.90 Total periods 40 IRA $2,156.00 13% 15% $450 $105,803.42 Amount per period $3,000.00 Mutual Fund 1 $4,897.00 12% 15% $450 $120,012.05 Mutual Fund 2 $4,213.00 6% 10% $300 $36,363.34 Bond Fund 1 $1,000.00 6% 10% $300 $25,882.42 Total Contribution $142,399.00 Bond Fund 2 $1,000.00 4% 10% $300 $20,328.63 Ending Value $891,950.34 Bank Savings $800.00 3% 10% $300 $17,731.58 Net Gain $749,551.34 Percent Increase 626% Totals $22,399.00 100% $3,000.00 $891,950.34
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Ryan Fessler Page 2 of 2 Printed on: 11/10/2010
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Unformatted text preview: Monthly Investment Contributions Annual Investment $6,000.00 Periods per year 12 Name Beginning Bal Rate % of Amount Period Amount Future Value Number of years 20 401K $8,333.00 18% 30% $150 $643,256.41 Total periods 240 IRA $2,156.00 13% 15% $75 $113,617.94 Amount per period $500.00 Mutual Fund 1 $4,897.00 12% 15% $75 $127,534.99 Mutual Fund 2 $4,213.00 6% 10% $50 $37,047.94 Bond Fund 1 $1,000.00 6% 10% $50 $26,412.25 Total Contribution $142,399.00 Bond Fund 2 $1,000.00 4% 10% $50 $20,561.31 Ending Value $986,302.54 Bank Savings $800.00 3% 10% $50 $17,871.70 Net Gain $843,903.54 Percent Increase 693% Totals $22,399.00 100% $500.00 $986,302.54...
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This note was uploaded on 11/09/2010 for the course CIS 21268 taught by Professor Galerneau during the Fall '07 term at Michigan Flint.

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Formatted Investment Chart - Monthly Investment...

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