Page 71 - Sample Financial Plan 4-1-2019 v2

Needs vs. Resources Details

Income Capital
Living Applied Withdrawal Remaining
Expenses Toward to Meet Need
Year Age @3.00% Needs Needs (Deficit)
2033 67/67 $108,906 $64,663 $44,243 $0
2034 68/68 112,174 66,603 45,571 0
2035 69/69 115,539 68,601 46,938 0
2036 70/70 119,005 70,660 48,345 0
2037 71/71 122,575 72,780 49,795 0
2038 72/72 126,252 74,962 51,290 0
2039 73/73 130,040 77,211 52,829 0
2040 74/74 133,941 79,528 54,413 0
2041 75/75 137,959 81,913 56,046 0
2042 76/76 142,098 84,371 57,727 0
2043 77/77 146,361 86,902 59,459 0
2044 78/78 150,752 89,509 61,243 0
2045 79/79 155,275 92,194 63,081 0
2046 80/80 159,933 94,960 64,973 0
2047 81/81 164,731 97,809 66,922 0
2048 82/82 169,673 100,742 68,931 0
2049 83/83 174,763 103,766 70,997 0
2050 84/84 180,006 106,878 73,128 0
2051 85/85 185,406 110,084 75,322 0
2052 86/86 190,968 113,387 77,581 0
2053 87/87 196,697 116,788 79,909 0
2054 88/88 202,598 120,292 82,306 0
2055 89/89 208,676 123,901 84,775 0
2056 90/90 214,936 127,618 87,318 0
2057 91/91 221,384 131,447 89,937 0
2058 92/92 228,026 135,391 92,635 0
2059 93/93 234,867 139,452 95,415 0
2060 94/94 241,913 143,635 98,278 0
2061 95/95 249,170 147,944 390 100,836
4,924,624 2,923,991 1,899,797 100,836

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 14 of 17