Page 69 - Mumme Booklet
P. 69
DRAFT
1 2 3 4 5 6 7
Before-Tax Before-Tax Total Total After- Surplus
Income Income Assets Inflow Tax Inflow (Shortage)
Year Age Needed Available Liquidated (2+3) Taxes (4-5) (6-1)
2057 92 724,570 86,263 805,693 891,955 167,386 724,570 0
2058 93 746,307 87,988 829,828 917,816 171,509 746,307 0
2059 94 768,696 89,748 756,168 845,915 77,219 768,696 0
* Retirement 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.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 69 of 108
