Page 70 - Sample Financial Plan 4-1-2019 v2

Capital Resources Details

Capital Resources Today: $465,465
Pre-Retirement Growth and Savings: $824,159
Total Resources at Retirement: $1,289,624

Net
Withdrawals Taxation on Total Total
BOY Capital to fund Withdrawals Withdrawal Capital after Growth EOY Capital
Year Age Resources Expenses at 25.0% of Capital Withdrawal at 5.00% Resources
2033 67/67 $1,289,624 $44,243 $14,748 $58,991 $1,230,633 $61,532 $1,292,165
2034 68/68 1,292,165 45,571 15,190 60,761 1,231,404 61,570 1,292,974
2035 69/69 1,292,974 46,938 15,646 62,584 1,230,390 61,520 1,291,910
2036 70/70 1,291,910 48,345 16,115 64,460 1,227,450 61,373 1,288,823
2037 71/71 1,288,823 49,795 16,598 66,393 1,222,430 61,122 1,283,552
2038 72/72 1,283,552 51,290 17,097 68,387 1,215,165 60,758 1,275,923
2039 73/73 1,275,923 52,829 17,610 70,439 1,205,484 60,274 1,265,758
2040 74/74 1,265,758 54,413 18,138 72,551 1,193,207 59,660 1,252,867
2041 75/75 1,252,867 56,046 18,682 74,728 1,178,139 58,907 1,237,046
2042 76/76 1,237,046 57,727 19,242 76,969 1,160,077 58,004 1,218,081
2043 77/77 1,218,081 59,459 19,820 79,279 1,138,802 56,940 1,195,742
2044 78/78 1,195,742 61,243 20,414 81,657 1,114,085 55,704 1,169,789
2045 79/79 1,169,789 63,081 21,027 84,108 1,085,681 54,284 1,139,965
2046 80/80 1,139,965 64,973 21,658 86,631 1,053,334 52,667 1,106,001
2047 81/81 1,106,001 66,922 22,307 89,229 1,016,772 50,839 1,067,611
2048 82/82 1,067,611 68,931 22,977 91,908 975,703 48,785 1,024,488
2049 83/83 1,024,488 70,997 23,666 94,663 929,825 46,491 976,316
2050 84/84 976,316 73,128 24,376 97,504 878,812 43,941 922,753
2051 85/85 922,753 75,322 25,107 100,429 822,324 41,116 863,440
2052 86/86 863,440 77,581 25,860 103,441 759,999 38,000 797,999
2053 87/87 797,999 79,909 26,636 106,545 691,454 34,573 726,027
2054 88/88 726,027 82,306 27,435 109,741 616,286 30,814 647,100
2055 89/89 647,100 84,775 28,258 113,033 534,067 26,703 560,770
2056 90/90 560,770 87,318 29,106 116,424 444,346 22,217 466,563
2057 91/91 466,563 89,937 29,979 119,916 346,647 17,332 363,979
2058 92/92 363,979 92,635 30,878 123,513 240,466 12,023 252,489
2059 93/93 252,489 95,415 31,805 127,220 125,269 6,263 131,532
2060 94/94 131,532 98,278 32,759 131,037 495 25 520
2061 95/95 520 390 130 520 0 0 0

This analysis must be reviewed in conjunction with the limitations and conditions disclosed in the Disclaimer page. Projections are based on assumptions provided by the
advisor/representative, and are not guaranteed. Actual results will vary, perhaps to a significant degree. The projected reports are hypothetical in nature and for illustrative purposes only.
Return assumptions do not reflect the deduction of any commissions. They will reflect any fees or product charges when entered by the advisor/ representative. Deduction of such charges
would result in a lower rate of return. Consult your legal and/or tax advisor before implementing any tax or legal strategies.

Version 10.3.386.16335 § Prepared on March 29, 2019 by Steve Conkin § Personal and Confidential § Page 13 of 17