|
Enter
number of years until you need to generate income |
|
|
2a |
Enter the
assumed rate of return |
|
| |
OR |
|
2b |
Don't
know what to enter for assumed rate of return?
See
below! What
does your portfolio look like? |
|
% in stocks? |
|
|
% in bonds/cds/other
fixed investments? |
|
|
% in cash? |
|
|
Total Portfolio
% |
% |
|
Try this
for assumed rate of return |
% |
3 |
Enter the
amount of assets you need in the future |
|
Help me find this number |
4 |
Enter the
amount of assets you have today |
|
|
Yearly Savings |
$ |
| |
 |
|
| |
 |
|
