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Retirement Planner1

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0% found this document useful (0 votes)
61 views4 pages

Retirement Planner1

Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 4

Retirement Planner

OOPS! This plan will only provide income to age 74. You'll need to makes some modifications.

$12

$10

$8

$6

$4

$2

$0 $34 $35 $36 $37 $38 $39 $40 $41 $42 $43

Input
Now At Retirement Uncertainty

Your Current Age 34 Annual Pension Benefit ($) 0 Investment Return Uncertainty (%) 0.00%

Annual Income ($) 200,000,000 Annual Pension Benefit Increases (%) 0.00% Annual Savings Amount Uncertainty (%) 0.00%

Annual Inflation and Income Increases (%) 6.00% Desired Retirement Age 65 Annual Savings Increases Uncertainty (%) 0.00%

Retirement Savings Balance ($) 200,000,000 Number of Years of Retirement Income 31 Annual Pension Benefit Amount Uncertainty (%) 0.00%

Annual Savings Amount ($) 10,000,000 Income Replacement (%) 75.00% Annual Pension Benefit Increases Uncertainty (%) 0.00%

Annual Savings Increases (%) 7.00% Investment Return (%) 10.00%

Investment Return (%) 10.00%


Chart Details
Desired Retirement
Age Salary Balance Interest Yearly Savings Pension Income Year Ending Balance
Income

34 $200,000,000 $200,000,000 $20,000,000 $10,000,000 $0 $0 $230,000,000


35 $212,000,000 $230,000,000 $23,000,000 $10,700,000 $0 $0 $263,700,000
36 $224,720,000 $263,700,000 $26,370,000 $11,449,000 $0 $0 $301,519,000
37 $238,203,200 $301,519,000 $30,151,900 $12,250,430 $0 $0 $343,921,330
38 $252,495,392 $343,921,330 $34,392,133 $13,107,960 $0 $0 $391,421,423
39 $267,645,116 $391,421,423 $39,142,142 $14,025,517 $0 $0 $444,589,083
40 $283,703,822 $444,589,083 $44,458,908 $15,007,304 $0 $0 $504,055,295
41 $300,726,052 $504,055,295 $50,405,529 $16,057,815 $0 $0 $570,518,639
42 $318,769,615 $570,518,639 $57,051,864 $17,181,862 $0 $0 $644,752,364
43 $337,895,792 $644,752,364 $64,475,236 $18,384,592 $0 $0 $727,612,193
44 $358,169,539 $727,612,193 $72,761,219 $19,671,514 $0 $0 $820,044,926
45 $379,659,712 $820,044,926 $82,004,493 $21,048,520 $0 $0 $923,097,938
46 $402,439,294 $923,097,938 $92,309,794 $22,521,916 $0 $0 $1,037,929,648
47 $426,585,652 $1,037,929,648 $103,792,965 $24,098,450 $0 $0 $1,165,821,062
48 $452,180,791 $1,165,821,062 $116,582,106 $25,785,342 $0 $0 $1,308,188,510
49 $479,311,639 $1,308,188,510 $130,818,851 $27,590,315 $0 $0 $1,466,597,677
50 $508,070,337 $1,466,597,677 $146,659,768 $29,521,637 $0 $0 $1,642,779,082
51 $538,554,557 $1,642,779,082 $164,277,908 $31,588,152 $0 $0 $1,838,645,142
52 $570,867,831 $1,838,645,142 $183,864,514 $33,799,323 $0 $0 $2,056,308,979
53 $605,119,900 $2,056,308,979 $205,630,898 $36,165,275 $0 $0 $2,298,105,152
54 $641,427,094 $2,298,105,152 $229,810,515 $38,696,845 $0 $0 $2,566,612,512
55 $679,912,720 $2,566,612,512 $256,661,251 $41,405,624 $0 $0 $2,864,679,387
56 $720,707,483 $2,864,679,387 $286,467,939 $44,304,017 $0 $0 $3,195,451,343
57 $763,949,932 $3,195,451,343 $319,545,134 $47,405,299 $0 $0 $3,562,401,776
58 $809,786,928 $3,562,401,776 $356,240,178 $50,723,670 $0 $0 $3,969,365,623
59 $858,374,144 $3,969,365,623 $396,936,562 $54,274,326 $0 $0 $4,420,576,512
60 $909,876,593 $4,420,576,512 $442,057,651 $58,073,529 $0 $0 $4,920,707,692
61 $964,469,188 $4,920,707,692 $492,070,769 $62,138,676 $0 $0 $5,474,917,138
62 $1,022,337,339 $5,474,917,138 $547,491,714 $66,488,384 $0 $0 $6,088,897,235
63 $1,083,677,580 $6,088,897,235 $608,889,724 $71,142,570 $0 $0 $6,768,929,529
64 $1,148,698,235 $6,768,929,529 $676,892,953 $76,122,550 $0 $0 $7,521,945,033
65 $0 $7,521,945,033 $752,194,503 $0 $913,215,096 $0 $7,360,924,439
66 $0 $7,360,924,439 $736,092,444 $0 $968,008,002 $0 $7,129,008,881
67 $0 $7,129,008,881 $712,900,888 $0 $1,026,088,482 $0 $6,815,821,287
68 $0 $6,815,821,287 $681,582,129 $0 $1,087,653,791 $0 $6,409,749,624
69 $0 $6,409,749,624 $640,974,962 $0 $1,152,913,019 $0 $5,897,811,567

Page 2 of 4
Desired Retirement
Age Salary Balance Interest Yearly Savings Pension Income Year Ending Balance
Income

70 $0 $5,897,811,567 $589,781,157 $0 $1,222,087,800 $0 $5,265,504,924


71 $0 $5,265,504,924 $526,550,492 $0 $1,295,413,068 $0 $4,496,642,349
72 $0 $4,496,642,349 $449,664,235 $0 $1,373,137,852 $0 $3,573,168,731
73 $0 $3,573,168,731 $357,316,873 $0 $1,455,526,123 $0 $2,474,959,481
74 $0 $2,474,959,481 $247,495,948 $0 $1,542,857,691 $0 $1,179,597,739
75 $0 $1,179,597,739 $117,959,774 $0 $1,635,429,152 $0 -$337,871,639
76 $0 -$337,871,639 -$33,787,164 $0 $1,733,554,901 $0 -$2,105,213,704
77 $0 -$2,105,213,704 -$210,521,370 $0 $1,837,568,195 $0 -$4,153,303,270
78 $0 -$4,153,303,270 -$415,330,327 $0 $1,947,822,287 $0 -$6,516,455,884
79 $0 -$6,516,455,884 -$651,645,588 $0 $2,064,691,624 $0 -$9,232,793,096
80 $0 -$9,232,793,096 -$923,279,310 $0 $2,188,573,122 $0 -$12,344,645,527
81 $0 -$12,344,645,527 -$1,234,464,553 $0 $2,319,887,509 $0 -$15,898,997,589
82 $0 -$15,898,997,589 -$1,589,899,759 $0 $2,459,080,759 $0 -$19,947,978,107
83 $0 -$19,947,978,107 -$1,994,797,811 $0 $2,606,625,605 $0 -$24,549,401,523
84 $0 -$24,549,401,523 -$2,454,940,152 $0 $2,763,023,141 $0 -$29,767,364,816
85 $0 -$29,767,364,816 -$2,976,736,482 $0 $2,928,804,530 $0 -$35,672,905,828
86 $0 -$35,672,905,828 -$3,567,290,583 $0 $3,104,532,802 $0 -$42,344,729,212
87 $0 -$42,344,729,212 -$4,234,472,921 $0 $3,290,804,770 $0 -$49,870,006,903
88 $0 -$49,870,006,903 -$4,987,000,690 $0 $3,488,253,056 $0 -$58,345,260,649
89 $0 -$58,345,260,649 -$5,834,526,065 $0 $3,697,548,239 $0 -$67,877,334,953
90 $0 -$67,877,334,953 -$6,787,733,495 $0 $3,919,401,133 $0 -$78,584,469,581
91 $0 -$78,584,469,581 -$7,858,446,958 $0 $4,154,565,201 $0 -$90,597,481,741
92 $0 -$90,597,481,741 -$9,059,748,174 $0 $4,403,839,114 $0 -$104,061,069,029
93 $0 -$104,061,069,029 -$10,406,106,903 $0 $4,668,069,460 $0 -$119,135,245,392
94 $0 -$119,135,245,392 -$11,913,524,539 $0 $4,948,153,628 $0 -$135,996,923,559
95 $0 -$135,996,923,559 -$13,599,692,356 $0 $5,245,042,846 $0 -$154,841,658,761

Page 3 of 4
Desired Retirement
Age Salary Balance Interest Yearly Savings Pension Income Year Ending Balance
Income

Page 4 of 4

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