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Unformatted text preview: eviation of the final nest egg. B 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 Investments Money Market Fund Income Fund Growth & Income Aggressive Growth Fund C Initial $25,000 $25,000 $25,000 $25,000 D Annual $2,500 $2,500 $2,500 $2,500 Money Market Investment Money Market Start Money Market Return (%) Money Market End Year 0 $27,500 $27,500 4.4% $28,723 Income Fund Investment Income Fund Start Income Fund Return (%) Income Fund End E FGH I J K L M Year 1 Year 2 3 4 5 6 7 Year 8 Year Year Year Year Year $2,500 # # # # # # $2,500 $31,223 # # # # # # $58,553 3.2% ###### 3.7% $32,238 # # # # # # $60,714 Year 9 $2,500 $63,214 2.7% $64,938 Year 10 $27,500 $27,500 7.7% $29,618 $2,500 $32,118 11.9% $35,943 # # # # # # # # # # # # # # # # # # # # # # # # $2,500 $72,806 17.6% $85,634 $2,500 $88,134 6.5% $93,878 Growth & Income Investment Growth & Income Start Growth & Income Return (%) Growth & Income End $27,500 $27,500 -10.3% $24,654 $2,500 $27,154 7.1% $29,093 # # # # # # # # # # # # # # # # # # # # # # # # $2,500 $51,769 1.9% $52,777 $2,500 $55,277 2.2% $56,501 Aggressive Growth Investment Aggressive Growth Start Aggressive Growth Return (%) Aggressive Growth End $27,500 $27,500 6.1% $29,174 $2,500 $31,674 9.1% $34,553 # # # # # # # # # # # # # # # # # # # # # # # # $2,500 $50,575 11.2% $56,260 $2,500 $58,760 27.6% $75,006 Total Nest Egg Mean(Nest Egg) Std. Dev. (Nest Egg) N O P Q $64,938 Uniform 2% 5% (Min, Max) Normal 6% 5% (Mean, St. Dev.) $93,878 $56,501 Normal 8% 10% (Mean, St. Dev.) $75,006 Normal 11% 16% (Mean, St. Dev.) $290,321 $355,819 $53,855 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 B Investments Money Market Fund Income Fund Growth & Income Aggressive Growth Fund C Initial D Annual EFG I JK H L 25000 25000 25000 25000 Money Market Investment Money Market Start Money Market Return (%) Money Market End Year 0 =C4+D4 =C10 =PsiUniform($O$12,$P$12) =C11*(1+C12) Year 1 YearYear5678 Year234 YearYear Year Year Year 9 =$D$4 =$D$4=$D$4 =$D$4=$D$4 =$D$4 =$D$4 =$D$4 =$D$4 =C13+D10 =D13+E10 =E13+F10 =F13+G10 =G13+H10 =H13+I10 =I13+J10 =J13+K10 =K13+L10 =PsiUniform($O$12,$P$12) =PsiUniform($O$12,$P$12) =PsiUniform($O$12,$P$...
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This document was uploaded on 01/31/2014.

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