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Investment Options - 12 Name Beginning Bal Rate of Amount...

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Annual Contributions Annual Investment 12000 Periods Per Year 1 Name Beginning Bal Rate % of Amount Number of Years 20 401K ($33,000.00) 20% 40% Total Periods 20 Roth IRA ($4,216.00) 14% 10% Amount Per Period ($12,000.00) Stocks ($2,213.00) 11% 15% Mutual Fund ($1,562.00) 9% 15% Total Contribution ($281,841.00) Bond Fund ($500.00) 6% 10% Ending Value $2,641,287.83 Bank Savings ($350.00) 3% 10% Net Gain $2,359,446.83 Percent Increase -937% Totals ($41,841.00) 63% 100%
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Period Amount Future Value ($4,800.00) $2,161,243.20 ($1,200.00) $167,172.47 ($1,800.00) $133,406.99 ($1,800.00) $100,842.30 ($1,200.00) $45,746.28 ($1,200.00) $32,876.59 $2,641,287.83 ($12,000.00) $2,641,287.83
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Monthly Contributions Annual Investment 12000 Periods Per Year
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Unformatted text preview: 12 Name Beginning Bal Rate % of Amount Number of Years 20 401K ($33,000.00) 20% 40% Total Periods 240 Roth IRA ($4,216.00) 14% 10% Amount Per Period ($1,000.00) Stocks ($2,213.00) 11% 15% Mutual Fund ($1,562.00) 9% 15% Total Contribution ($281,841.00) Bond Fund ($500.00) 6% 10% Ending Value $2,641,287.83 Bank Savings ($350.00) 3% 10% Net Gain ($2,923,128.83) Percent Increase 1251% Totals ($41,841.00) 63% 100% Period Amount Future Value ($400.00) $2,987,169.25 ($100.00) $198,332.62 ($150.00) $149,618.89 ($150.00) $109,569.33 ($100.00) $47,859.19 ($100.00) $33,467.46 $3,526,016.74 ($1,000.00) $3,526,016.74...
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