Page 47 - Mumme Booklet
P. 47
DRAFT
DOUG AND MARIE MUMME
EFFECT ON RETIREMENT ASSETS DUE TO DOUG'S
LONG-TERM CARE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
WITHOUT LONG-TERM CARE EXPENSES
$18,000,000
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
*65/67* 66/68 67/69 68/70 69/71 70/72 71/73 72/74 73/75 74/76 75/77 76/78 77/79 78/80 79/81 80/82 81/83 82/84 83/85 84/86 85/87 86/88 87/89 88/90 --/91 --/92 --/93 --/94
Lifestyle Assets Roth Qualified Retirement Non-Qualified & Educ
WITH LONG-TERM CARE EXPENSES STARTING AT $7,000 PER MONTH (IN TODAY'S
DOLLARS), BEGINNING AT AGE 82
$18,000,000
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
*65/67* 66/68 67/69 68/70 69/71 70/72 71/73 72/74 73/75 74/76 75/77 76/78 77/79 78/80 79/81 80/82 81/83 #82/84 83/85 84/86 85/87 86/88 87/89 --/90 --/91 --/92 --/93 --/94
Lifestyle Assets Roth Qualified Retirement Non-Qualified & Educ
Return rates used for the growth of investments are hypothetical assumptions you believe are reasonable for
this plan and are not guarantees or projections.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 47 of 108