Page 65 - Mumme Booklet
P. 65
DRAFT
DOUG AND MARIE MUMME
DETAILED CASH FLOW AT DOUG'S DEATH
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$1,000,000
$900,000
$800,000
$700,000
$600,000
$500,000
$400,000
$300,000
$200,000
$100,000
$0
57 59 61 63 65 67* 69 71 73 75 77 79 81 83 85 87 89 91 93
Social Security Roth Liquidation After-Tax Income Need
Non-Qual & Educ Liquidation Shortage
Qualified Retire Liquidation Before-Tax Income Need
Values above the before-tax need line represent a surplus. 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 65 of 108
