Page 56 - Mumme Booklet
P. 56
DRAFT
DOUG AND MARIE MUMME
GOAL COVERAGE FOR RETIREMENT WITH MARIE'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 $12,272,367 $12,272,367 $0 100%
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 56 of 108
