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Retirement Savings Plan

Forecaster

 
 
Your Age Today
Age You Start Saving
Retirement Age
 
Salary
Percentage of Salary Contributed
Company Matching Percentage
Current Balance
 
Average Tax Rate Upon Withdrawal
Average Annual Return
 
Estimated Ending Balance
Estimated After Tax Balance
 

 

 

Saving Strategies

Select this link Saving Overview

    Select this link Asset Allocation

    Select this link Compound Interest

    Select this link Diversification

    Select this link Investment Types

    Select this link Maximize

    Select this link Minimize

Funding Strategies

Select this link Funding Overview

    Select this link Age Neutral

    Select this link Age Weighted

    Select this link Cross tested

    Select this link Integrated

    Select this link Safe Harbor

    Select this link SIMPLE

    Select this link Traditional

Plan Types

    Select this link DC Plans

    Select this link DB Plans

Plan Formats

    Select this link Single Employer

    Select this link Multiple Employer

Document Formats

Select this link Document Overview

    Select this link Prototype

    Select this link Volume Submitter

    Select this link Individual Drafted

 

 

Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:21 PM

 

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