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Use the following tables to identity the necessary nuture value interest factors Interest Faders--Future Interest FaconsFuture Value of an Amy Periods 5.000 20 3.00 1810

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Use the following tables to identity the necessary nuture value interest factors Interest Faders--Future Interest FaconsFuture Value of an Amy Periods 5.000 20 3.00 1810 2.090 6.000 1210 4.290 5.740 7.690 3.00% 4.663 6.818 25 9,00 5.600 3.620 13260 30 2.420 10.062 35 2.810 5.516 14.785 20.410 40 3.260 7.040 10.280 21.724 31.10 Complete the following sections of the worksheet. Note: 1) Every field must have a value (if your answer is zero, type "0): 2) some values are repeated, and 3) round the average annuwination rate and the expected rate of return on investments prior to retirement to three decimal places, and round everything else to two decimal places for the nearest whole number if it does not let you enter decimals) Projecting Retirement Income and Investment Needs Name(s): Alex and Jesse Date: May 2015 1. Estimated Household Expenditures in Retirement A. Approximate number of years to retirement 8. Current level of annual household expenditures, excluding savings S C. Estimated household expenses in retirement as a percentage of current expenses 8096 D. Estimated annual household expenditures in retirement (BXC) 35 Projecting Retirement Income and Investment Needs 11. Estimated Income in Retirement S E. Social Securty, annual income F. Company/employer pension plans, annual amounts G. Other sources, annual amounts H. Total annual income (E+F+G) 1. Additional required income, or annual shortfall (0-1) $0.00 $ $ Projecting Retirement Income and Investment Needs III Inflation Factor 1. Expected average annual inflation rate over the period to retirement 696 K. Inflation factor (a) Years to retirement (A) 35 (b) Average annual inflation rate (1) 6 L Size of inflation adjusted annual shortfall Projecting Retirement Income and Investment Needs IV. Funding the Shortfall M. Anticipated return on assets held after retirement 8% N. Amount of retirement fund required (your nestegg) 5 O. Expected rate of return on investments prior to retirement 596 P. Compound interest factor (a) Years to retirement (A) 35 (6) Expected rate of return on investments prior to retirement (0) 59 Q. Annual savings required to fund retirement nest egg (NP)

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