Page 76 - Mumme Booklet
P. 76
DRAFT
DOUG AND MARIE MUMME
DETAILED CASH FLOW AT MARIE'S DEATH
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$800,000
$700,000
$600,000
$500,000
$400,000
$300,000
$200,000
$100,000
$0
55 56 57 58 59 60 61 62 63 64 65* 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88
Social Security Qualified Retire Liquidation Before-Tax Income Need
Non-Qual & Educ Liquidation Roth Liquidation After-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 76 of 108
