Page 88 - Sample Financial Plan 4-1-2019 v2

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Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately
owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Ages John Jane Total
Year
John Jane What-If Maximized What-If Maximized What-If Maximized
2044 68 65 $45,199 $0 $0 $0 $45,199 $0
2045 69 66 $45,556 $0 $0 $0 $45,556 $0
2046 70 67 $45,937 $28,481 $16,505 $0 $62,442 $28,481
2047 71 68 $45,937 $56,962 $33,010 $0 $78,947 $56,962
2048 72 69 $45,937 $56,962 $33,010 $0 $78,947 $56,962
2049 73 70 $45,937 $56,962 $33,010 $20,466 $78,947 $77,428
2050 74 71 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2051 75 72 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2052 76 73 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2053 77 74 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2054 78 75 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2055 79 76 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2056 80 77 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2057 81 78 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2058 82 79 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2059 83 80 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2060 84 81 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2061 85 82 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2062 86 83 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2063 87 84 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2064 88 85 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2065 89 86 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2066 90 87 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2067 91 88 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2068 92 89 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2069 93 90 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2070 94 91 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894
2071 95 92 $45,937 $56,962 $33,010 $40,932 $78,947 $97,894

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