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1
Phase 1 - Starting Age
Phase 1 - Monthly Investment
Starting Investment Balance
Investment Rate of Return
2
30$2,000$50,0007%
3
4
Phase 2 - Starting Age
Phase 2 - Monthly Investment
5
40$200
6
7
Retirement - Starting Age
Annual Cost of Living (yearly withdrawal)
8
55$48,000
9
10
YearDateAgeYearly ContributionYearly WithdrawalTotal ContributionsNet ContributionsYearly Investment EarningsGrowth of Total ContributionsGrowth of GrowthTotal Investment BalanceFI Number
11
1202630$24,000$0$74,000$74,000$1,680$1,680$3,500$79,180$1,200,000
12
2202731$24,000$0$98,000$98,000$1,680$3,360$9,043$110,403$1,200,000
13
3202832$24,000$0$122,000$122,000$1,680$5,040$16,771$143,811$1,200,000
14
4202933$24,000$0$146,000$146,000$1,680$6,720$26,838$179,558$1,200,000
15
5203034$24,000$0$170,000$170,000$1,680$8,400$39,407$217,807$1,200,000
16
6203135$24,000$0$194,000$194,000$1,680$10,080$54,653$258,733$1,200,000
17
7203236$24,000$0$218,000$218,000$1,680$11,760$72,764$302,524$1,200,000
18
8203337$24,000$0$242,000$242,000$1,680$13,440$93,941$349,381$1,200,000
19
9203438$24,000$0$266,000$266,000$1,680$15,120$118,398$399,518$1,200,000
20
10203539$24,000$0$290,000$290,000$1,680$16,800$146,364$453,164$1,200,000
21
11203640$2,400$0$292,400$292,400$168$16,968$178,085$487,453$1,200,000
22
12203741$2,400$0$294,800$294,800$168$17,136$212,207$524,143$1,200,000
23
13203842$2,400$0$297,200$297,200$168$17,304$248,897$563,401$1,200,000
24
14203943$2,400$0$299,600$299,600$168$17,472$288,335$605,407$1,200,000
25
15204044$2,400$0$302,000$302,000$168$17,640$330,714$650,354$1,200,000
26
16204145$2,400$0$304,400$304,400$168$17,808$376,239$698,447$1,200,000
27
17204246$2,400$0$306,800$306,800$168$17,976$425,130$749,906$1,200,000
28
18204347$2,400$0$309,200$309,200$168$18,144$477,623$804,967$1,200,000
29
19204448$2,400$0$311,600$311,600$168$18,312$533,971$863,883$1,200,000
30
20204549$2,400$0$314,000$314,000$168$18,480$594,443$926,923$1,200,000
31
21204650$2,400$0$316,400$316,400$168$18,648$659,327$994,375$1,200,000
32
22204751$2,400$0$318,800$318,800$168$18,816$728,934$1,066,550$1,200,000
33
23204852$2,400$0$321,200$321,200$168$18,984$803,592$1,143,776$1,200,000
34
24204953$2,400$0$323,600$323,600$168$19,152$883,656$1,226,408$1,200,000
35
25205054$2,400$0$326,000$326,000$168$19,320$969,505$1,314,825$1,200,000
36
26205155$0-$48,000$326,000$278,000$0$19,320$1,010,183$1,355,503$1,200,000
37
27205256$0-$48,000$326,000$230,000$0$19,320$1,053,708$1,399,028$1,200,000
38
28205357$0-$48,000$326,000$182,000$0$19,320$1,100,280$1,445,600$1,200,000
39
29205458$0-$48,000$326,000$134,000$0$19,320$1,150,112$1,495,432$1,200,000
40
30205559$0-$48,000$326,000$86,000$0$19,320$1,203,432$1,548,752$1,200,000
41
31205660$0-$48,000$326,000$38,000$0$19,320$1,260,485$1,605,805$1,200,000
42
32205761$0-$48,000$326,000-$10,000$0$19,320$1,321,531$1,666,851$1,200,000
43
33205862$0-$48,000$326,000-$58,000$0$19,320$1,386,851$1,732,171$1,200,000
44
34205963$0-$48,000$326,000-$106,000$0$19,320$1,456,743$1,802,063$1,200,000
45
35206064$0-$48,000$326,000-$154,000$0$19,320$1,531,527$1,876,847$1,200,000
46
36206165$0-$48,000$326,000-$202,000$0$19,320$1,611,546$1,956,866$1,200,000
47
37206266$0-$48,000$326,000-$250,000$0$19,320$1,697,167$2,042,487$1,200,000
48
38206367$0-$48,000$326,000-$298,000$0$19,320$1,788,781$2,134,101$1,200,000
49
39206468$0-$48,000$326,000-$346,000$0$19,320$1,886,808$2,232,128$1,200,000
50
40206569$0-$48,000$326,000-$394,000$0$19,320$1,991,697$2,337,017$1,200,000
51
52
53
54
55
56
57
58
59
60