Page 58 - Mumme Booklet

DRAFT

DOUG AND MARIE MUMME

ASSETS LIQUIDATED FOR RETIREMENT WITH MARIE'S

LONG-TERM CARE

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--Non-Qual & Educ-- Qualified Retirement -----------Roth--------- ---Lifestyle Assets--- -----Total-----

Beg Before-Tax Beg Before-Tax Beg Before-Tax Beg Before-Tax Total
Year Ages Balance Liquidations Balance Liquidations Balance Liquidations Balance Liquidations Liquidations
2032 *65/67* 16,213,774 741,455 1,101,841 0 206,947 0 0 0 741,455
2033 66/68 16,106,259 823,902 1,145,914 0 215,225 0 0 0 823,902
2034 67/69 15,911,995 846,890 1,191,751 0 223,834 0 0 0 846,890
2035 68/70 15,686,972 867,532 1,239,421 0 232,787 0 0 0 867,532
2036 69/71 15,432,308 847,158 1,288,998 0 242,099 0 0 0 847,158
2037 70/72 15,187,830 803,599 1,340,557 27,860 251,783 4,554 0 0 836,013
2038 71/73 14,977,133 813,937 1,365,721 28,878 257,202 4,721 0 0 847,536
2039 72/74 14,747,668 810,305 1,390,851 56,435 262,668 10,604 0 0 877,344
2040 73/75 14,512,658 834,705 1,388,838 58,488 262,342 10,991 0 0 904,184
2041 74/76 14,243,848 859,818 1,384,646 60,609 261,609 11,389 0 0 931,816
2042 75/77 13,939,172 885,822 1,378,120 62,640 260,440 11,775 0 0 960,236
2043 76/78 13,596,305 912,428 1,369,259 64,891 258,829 12,198 0 0 989,517
2044 77/79 13,213,117 940,157 1,357,743 66,880 256,722 12,573 0 0 1,019,609
2045 78/80 12,786,874 968,551 1,343,736 69,064 254,147 12,989 0 0 1,050,604
2046 79/81 12,315,185 997,980 1,326,936 71,124 251,046 13,377 0 0 1,082,480
2047 80/82# 11,795,201 1,330,252 1,307,361 73,212 247,423 13,771 0 0 1,417,236
2048 81/83 10,922,145 1,372,069 1,284,870 75,326 243,253 14,169 0 0 1,461,564
2049 82/84 9,972,349 1,415,269 1,259,319 77,459 238,510 14,571 0 0 1,507,300
2050 83/85 8,941,362 1,460,144 1,230,569 79,322 233,166 14,930 0 0 1,554,397
2051 84/86 7,824,260 1,506,529 1,198,764 81,168 227,241 15,287 0 0 1,602,984
2052 85/87 6,616,089 1,493,731 1,163,802 82,717 220,716 15,581 0 0 1,592,028
2053 86/-- 5,372,390 1,197,986 1,125,859 79,848 213,629 15,151 0 0 1,292,985
2054 87/-- 4,374,688 1,234,243 1,089,328 81,293 206,698 15,425 0 0 1,330,961
2055 88/-- 3,300,820 1,127,291 1,049,861 82,666 199,209 15,686 0 0 1,225,643
* Retirement Age
# Long-Term Care Age

Return rates used for the growth of investments are hypothetical assumptions you believe are reasonable for
this plan and are not guarantees or projections.

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This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 58 of 108