Page 73 - Sample Financial Plan 4-1-2019 v2

Information Summary

The following financial information and assumptions were used in the preparation of this analysis.

Family Information

Client: John and Jane Sample
Address: Not Available nikspers@gmail.com

Client: John Sample Spouse: Jane Sample
Date of Birth: 1/1/1966 Date of Birth: 1/1/1966
Current Age: 53 Current Age: 53

Children Gender Age Date of Birth

Jack Smith Male 4 3/20/2015
Jill Smith Female 2 3/20/2017

Retirement Analysis
Basic Assumptions
Analysis for: John Sample
Date of Birth: 1/1/1966 Retirement Begins at Age: 67 (2033)
Current Age: 53 Retirement Ends at Age: 95 (2061)
Financial Assumptions
Assets Grow at: 5.00% Withdrawals are Taxed at: 25.0%
Income is Indexed at: 3.00% Income is Taxed at: 25.0%
Expenses Grow at: 3.00% Retirement Living Expenses: $6,000/month
Savings Increase by: 3.00% ($72,000/yr)
Assets & Savings
Qualified Assets Current Value
401k Account (Qualified Retirement - Traditional 401(k)) $339,228
Roth IRA Account (Roth IRA) $33,923
Total $373,151

Non-Qualified Assets Current Value
Banking Account (Cash Equivalent - Cash) $8,234
Brokerage Account (Taxable Investment) $67,846
Savings Account (Cash Equivalent - Cash) $16,234
Total $92,314

Annual Pre-Retirement Savings
Qualified Savings $6,000
Qualified Employer Contributions $6,000
Non-Qualified Savings $3,000
Total: $15,000
Income Sources
From Until Annual Amount
John's Social Security 2033 2061 $29,000
Jane's Social Security 2033 2061 $22,000
Miscellaneous Income 2033 2061 $6,000

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 16 of 17