Page 16 - Mumme Booklet

DRAFT

DOUG AND MARIE MUMME

RETIREMENT INCOME OBJECTIVES STARTING ON

JAN 1, 2032

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CLIENT INFORMATION
Re t i r e me n t
Doug Marie
Age at End of Year 54 56
Retirement Age/Year 65 / 2032 67 / 2032
Assumed Death at Age/Year 88 / 2055 94 / 2059

INCOME NEEDS DURING RETIREMENT

Annual
Amount Annual Annualized
Essential (in today's Increase Amount at
Description Need Individual Applicable dollars) Rate Retirement
Retirement Y Joint Jan 1 2032 to Dec 31 2059 $475,000 3.0% $657,511
Expense

Annual Income Needed $657,511

The amounts and dates above are based on information provided by you. Annual increase rates used are
hypothetical rates at which you are assuming an amount will grow over time due to inflation or other reasons.
The Probability Analysis in this plan uses different assumptions about inflation and annual return rates than
the rates shown here as explained in the Assumptions.

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This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
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