Page 48 - Mumme Booklet
P. 48
DRAFT
DOUG AND MARIE MUMME
GOAL COVERAGE FOR RETIREMENT WITH DOUG'S
LONG-TERM CARE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
100%
90%
80%
70%
Goal Coverage 50%
60%
40%
30%
20%
10%
0%
Needs Covered Shortage
Percent
Description Total Covered Shortage Covered
Income Needs $14,206,574 $13,454,248 $752,326 94%
Values are reflected in today’s dollars by discounting at a 3.00% inflation rate.
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 48 of 108
