ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
AgeYearIncomeYearly Investment
Special Deposits/Withdrawals
Investment return this year
 Net worth
Investment return this year (after fees)
Net worth (after fees)
2
221 $ 49,000 $ 7,350 $ 1,368 $ 18,718 $ 1,094 $ 18,444 Current Age22
3
232 $ 49,980 $ 7,497 $ 2,247 $ 28,461 $ 1,775 $ 27,716 Initial Net worth $ 10,000
4
243 $ 50,980 $ 7,647 $ 3,228 $ 39,336 $ 2,523 $ 37,887 Yearly Income $ 49,000
5
254 $ 51,999 $ 7,800 $ 4,324 $ 51,460 $ 3,343 $ 49,029
Yearly increase in Salary
2%
6
265 $ 53,039 $ 7,956 $ 5,544 $ 64,960 $ 4,241 $ 61,226
7
276 $ 54,100 $ 8,115 $ 6,902 $ 79,976 $ 5,223 $ 74,563
8
287 $ 55,182 $ 8,277 $ 8,412 $ 96,665 $ 6,296 $ 89,137
Portfolio yearly return
10%
9
298 $ 56,286 $ 8,443 $ 10,089 $ 115,197 $ 7,469 $ 105,048 Portfolio fees2.00%
10
309 $ 57,411 $ 8,612 $ 11,950 $ 135,759 $ 8,748 $ 122,408
11
3110 $ 58,560 $ 8,784 $ 14,015 $ 158,558 $ 10,144 $ 141,336
12
3211 $ 59,731 $ 8,960 $ 16,304 $ 183,821 $ 11,665 $ 161,961 Percentage Investing15%
13
3312 $ 60,925 $ 9,139 $ 18,839 $ 211,799 $ 13,322 $ 184,423 Age of retirement62
14
3413 $ 62,144 $ 9,322 $ 21,646 $ 242,766 $ 15,127 $ 208,871
15
3514 $ 63,387 $ 9,508 $ 24,752 $ 277,026 $ 17,090 $ 235,469
16
3615 $ 64,654 $ 9,698 $ 28,188 $ 314,912 $ 19,225 $ 264,392
17
3716 $ 65,948 $ 9,892 $ 31,986 $ 356,790 $ 21,547 $ 295,832
18
3817 $ 67,266 $ 10,090 $ 36,184 $ 403,064 $ 24,070 $ 329,992
19
3918 $ 68,612 $ 10,292 $ 40,821 $ 454,176 $ 26,811 $ 367,095
20
4019 $ 69,984 $ 10,498 $ 45,943 $ 510,616 $ 29,787 $ 407,380
21
4120 $ 71,384 $ 10,708 $ 51,597 $ 572,921 $ 33,019 $ 451,106
22
4221 $ 72,811 $ 10,922 $ 57,838 $ 641,681 $ 36,525 $ 498,553
23
4322 $ 74,268 $ 11,140 $ 64,725 $ 717,546 $ 40,330 $ 550,023
24
4423 $ 75,753 $ 11,363 $ 72,323 $ 801,232 $ 44,456 $ 605,842
25
4524 $ 77,268 $ 11,590 $ 80,703 $ 893,525 $ 48,931 $ 666,363
26
4625 $ 78,813 $ 11,822 $ 89,944 $ 995,290 $ 53,782 $ 731,967
27
4726 $ 80,390 $ 12,058 $ 100,132 $ 1,107,481 $ 59,040 $ 803,065
28
4827 $ 81,997 $ 12,300 $ 111,363 $ 1,231,143 $ 64,737 $ 880,102
29
4928 $ 83,637 $ 12,546 $ 123,742 $ 1,367,431 $ 70,910 $ 963,558
30
5029 $ 85,310 $ 12,797 $ 137,383 $ 1,517,610 $ 77,596 $ 1,053,951
31
5130 $ 87,016 $ 13,052 $ 152,414 $ 1,683,076 $ 84,838 $ 1,151,842
32
5231 $ 88,757 $ 13,314 $ 168,973 $ 1,865,363 $ 92,680 $ 1,257,835
33
5332 $ 90,532 $ 13,580 $ 187,215 $ 2,066,158 $ 101,170 $ 1,372,585
34
5433 $ 92,342 $ 13,851 $ 207,308 $ 2,287,318 $ 110,361 $ 1,496,797
35
5534 $ 94,189 $ 14,128 $ 229,438 $ 2,530,885 $ 120,309 $ 1,631,234
36
5635 $ 96,073 $ 14,411 $ 253,809 $ 2,799,104 $ 131,075 $ 1,776,720
37
5736 $ 97,995 $ 14,699 $ 280,645 $ 3,094,449 $ 142,726 $ 1,934,145
38
5837 $ 99,954 $ 14,993 $ 310,195 $ 3,419,637 $ 155,331 $ 2,104,470
39
5938 $ 101,954 $ 15,293 $ 342,728 $ 3,777,658 $ 168,969 $ 2,288,732
40
6039 $ 103,993 $ 15,599 $ 378,546 $ 4,171,803 $ 183,723 $ 2,488,053
41
6140 $ 106,072 $ 15,911 $ 417,976 $ 4,605,690 $ 199,681 $ 2,703,645
42
6241 $ 108,194 $ 16,229 $ 461,380 $ 5,083,299 $ 216,941 $ 2,936,815
43
44
45
46
47
48
49
50
51
52
53
54
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
89
90
91
92
93
94
95
96
97
98
99
100