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Scenario Name: Current SavingsPrepared for: Client 1 Client 2 The value of your retirement assets:

396,282Current Age 35 35

Target Retirement Age (60-70) 67 Income Needed from Savings

89,994Current Monthly after-tax income 6,000 4,000

Expected Annual Income Growth rate 1.0% 1.0% Your savings is project to last:

% of income for retirement 80% to age 71 or 4 years.

Sources of Retirement Income (Monthly)

Social Security 2,000 1,500 The Effect of TaxesEmployer Pension - -

Retirement Assets Annual Income Needed

Current Value 25,000 89,994Assumed growth rate 7.0% You will need to withdrawAnnual Contribution 1,500 132,345Growth during retirement 5.0% from your qualified plan.

Tax Rates

Today 28% 42,350In Retirement 32% Would be needed to pay the taxes.

Income Before Retirement 164,993

Target Retirement Income 131,994

Sources of Income 76,521Social Security 42,000 or

Pension 58% $19,084Needed from you 89,994 or

$6,497

32%

Sample Report

You are relying on Social Security to

provide:

Your Forecast

But you have choices...Live on Less Save More

132,345

42,350

89,994

TaxableW/D

TaxesDue

AfterTaxIncome

19,084

6,497

Tofilltheincomegap,youcouldsetaside(annually):

UseaQuafliedPlan

UsetheAlternateStrategy

55,474

131,994Yourincomecouldlastlongerifyouliveonless.Youcouldreduceyourtargetincomeby:

IncomefromSocialSecurity,

Pensionand Savings

IncomeGoal

0

100,000

200,000

300,000

400,000

500,000

67 72 77 82 87 92 97 102 107

Howlongyoursavingswilllast... SavingsProvided

Needed

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