Unformatted text preview: Based on ____ years to retirement (A) and an expected average annual rate of inflation (J) of ____ L. Size of inflation-adjusted annual shortfall (I 3 K) IV. Funding the Shortfall: M. Anticipated return on assets held after retirement N. Amount of retirement funds required—size of nest egg (L 4 M) O. Expected rate of return on investments prior to retirement P. Compound interest factor (in Appendix B): Based on ____ years to retirement (A) and an expected rate of return on investments of ____ Q. Annual savings required to fund retirement nest egg (N 4 P) Note: Parts I and II are prepared in terms of current (today’s) dollars. Name(s) Date...
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- Fall '11
- retirement income, annual household expenditures