Banking from yourself comparison
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Go to SImplepassivecashflow.com/banking
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401(k) Plan Assumptions
Summary of Results
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Current Age
30Years to Invest30
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Age at Retirement
60
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Balance and Salary
Future Value
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Current 401(k) Balance
$ -
Estimated Value After 30 Years
$ 1,114,091
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Current Annual Salary
$ 50,000 Ending Salary $ 88,792
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Annual Increase in Salary
2.0%
Set Chart Y-Axis to a Fixed Value
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Contributions
Total Contributions
When making comparisons using the graph,
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% of Salary to Contribute
10.00%
Your Contributions
$ 202,840
it helps to set the y-axis on the chart to some
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Employer Match (% of contrib.)
50.0%
Employer Contributions
$ -
maximum $ amount. Click on the $ axis, and type
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Employer Maximum (% of salary)
0.0%
Total Contributions
$ 202,840
a value in the Max input box.
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.
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Return
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Annual Rate of Return
10.00%
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Payments Per Year
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FALSE
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[42]Random RatesOff.
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Min-4.00%
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Max10.00%
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Average10.00%
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(Press F9 to Recalculate)
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[42]
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YearAgeRateSalaryAnnual ContributionEmployer ContributionInterestBalanceMy ContributionTotal Contribution
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$ -
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13010.00%50,0005,0000235.655,235.655,0005,000
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23110.00%51,0005,1000788.6111,124.2610,10010,100
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33210.00%52,0205,20201,410.0317,736.2915,30215,302
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43310.00%53,0605,30602,107.3025,149.6320,60820,608
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53410.00%54,1225,41202,888.5733,450.3626,02026,020
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63510.00%55,2045,52003,762.8742,733.6431,54131,541
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73610.00%56,3085,63104,740.1553,104.6037,17137,171
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83710.00%57,4345,74305,831.4464,679.4742,91542,915
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93810.00%58,5835,85807,048.8977,586.6648,77348,773
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103910.00%59,7555,97508,405.9691,968.0954,74954,749
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114010.00%60,9506,09509,917.52107,980.5860,84460,844
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124110.00%62,1696,217011,599.98125,797.4367,06067,060
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134210.00%63,4126,341013,471.50145,610.1473,40273,402
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144310.00%64,6806,468015,552.13167,630.3079,87079,870
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154410.00%65,9746,597017,864.02192,091.7286,46786,467
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164510.00%67,2936,729020,431.67219,252.7393,19693,196
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174610.00%68,6396,864023,282.13249,398.79100,060100,060
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184710.00%70,0127,001026,445.28282,845.28107,062107,062
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194810.00%71,4127,141029,954.17319,940.68114,203114,203
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204910.00%72,8417,284033,845.27361,070.01121,487121,487
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215010.00%74,2977,430038,158.92406,658.66128,917128,917
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225110.00%75,7837,578042,939.65457,176.64136,495136,495
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235210.00%77,2997,730048,236.68513,143.22144,225144,225
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245310.00%78,8457,884054,104.40575,132.12152,109152,109
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255410.00%80,4228,042060,602.88643,777.19160,151160,151
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265510.00%82,0308,203067,798.50719,778.72168,355168,355
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275610.00%83,6718,367075,764.58803,910.39176,722176,722
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285710.00%85,3448,534084,582.16897,026.98185,256185,256
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295810.00%87,0518,705094,340.731,000,072.83193,961193,961
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305910.00%88,7928,8790105,139.181,114,091.23202,840202,840
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