Money (example)
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ABCDEFGHIJK
1
Year
Expenses
AGIAMTFed Tax
State Tax
Effective
Tax rate
Net
Worth
mespouseNotes
2
3
2004graduated
4
2005
5
2006$70K$3K$15K$4K27.1%
6
2007
7
2008
8
2009
9
2010
10
2011
11
2012
12
2013
13
2014
14
2015
15
2016
16
2017
17
2018$3K
18
2019$0K
19
2020$0K
20
2021
21
2022
22
2023
23
2024
24
2025
25
2026
26
2027
27
2028
28
2029
29
2030
30
2031
31
2032
32
2033
33
2034
34
2035
35
2036
36
2037
37
2038
38
2039
39
2040
Age 59½ (401Ks and IRAs open for business)
40
2041
41
2042
42
2043
Age 59½ (401Ks and IRAs open for business)
43
2044
44
2045
45
2046
Medicare @65
46
2047
47
2048
48
2049
Medicare @65
49
2050
50
2051Age 70
51
2052
Age 70½ RMD from 401k and IRA (not Roth IRA though)
52
2053
53
2054Age 70
54
2055
Age 70½ RMD from 401k and IRA (not Roth IRA though)
55
2056
56
2057
57
2058
58
2059
59
2060
60
2061
61
2062
62
2063
63
2064
64
2065
65
2066
66
2067
67
2068
68
2069
69
2070
70
2071
71
2072
72
2073
73
2074
74
2075
75
2076
76
2077
77
2078
78
2079
79
2080
80
2081
81
2082
82
2083
83
2084
84
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