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ABCDEFGHIJKLMNOPQRST
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Qualified NonQualified
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YearAge5.00%7.00%MatchContrib Withdrawal 5.00%7.00%ContribWithdrawalSalary1Salary2 Income TaxesOther Exp w/Infl Events
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201035$175,000$175,000$45,000$45,000
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201136$183,750$187,250$47,250$48,150
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201237$192,938$200,358$4,000$3,000$49,613$51,521$21,000$50,000$20,000$70,000$3,000$3,000$40,000
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201338$209,584$221,383$4,080$3,060$73,093$76,127$21,340$51,000$20,400$71,400$3,000$3,000$41,000
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201439$227,204$244,019$4,162$3,121$98,088$102,796$21,682$52,020$20,808$72,828$3,000$3,000$42,025
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201540$245,847$268,383$4,245$3,184$124,674$131,674$22,025$53,060$21,224$74,285$3,000$3,000$43,076
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201641$265,567$294,599$4,330$3,247$152,933$162,916$22,370$54,122$21,649$75,770$3,000$3,000$44,153
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201742$286,423$322,798$4,416$3,312$182,950$196,690$22,717$55,204$22,082$77,286$3,000$3,000$45,256
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201843$308,472$353,122$4,505$3,378$214,814$233,175$23,065$56,308$22,523$78,831$3,000$3,000$46,388
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201944$331,779$385,724$4,595$3,446$248,620$272,562$23,415$57,434$22,974$80,408$3,000$3,000$47,547
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202045$356,409$420,765$4,687$3,515$284,466$315,057$23,765$58,583$23,433$82,016$3,000$3,000$48,736
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202146$382,431$458,420$4,780$3,585$322,454$360,876$24,117$59,755$23,902$83,656$3,000$3,000$49,955
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202247$409,918$498,875$4,876$3,657$362,694$410,254$24,469$60,950$24,380$85,330$3,000$3,000$51,203
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202348$438,947$542,330$0$0$405,297$463,441$27,616$24,867$24,867$3,000$3,000$52,483
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202449$460,894$580,293$0$0$397,946$468,266$44,196$0$3,000$3,000$44,196-9,600Mortage Stop
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202550$483,939$620,913$0$0$373,648$456,848$45,300$45,300
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202651$508,136$664,377$0$0$347,030$443,528$36,833$46,433
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202752$533,543$710,884$0$0$327,548$437,741$37,754$47,594
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202853$560,220$760,646$0$0$306,172$430,629$38,698$48,784
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202954$588,231$813,891$0$0$282,782$422,075$39,665$50,003
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203055$617,643$870,863$0$0$257,257$411,956$40,657$51,253
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203156$648,525$931,823$0$0$229,462$400,136$41,673$52,535
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203257$680,951$997,051$0$0$199,262$386,472$42,715$53,848
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203358$714,999$1,066,845$0$0$166,511$370,810$43,783$55,194Input Parameters
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203459$750,749$1,141,524$0$0$131,053$352,984$44,877$56,574Cur salary150000
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203560$742,287$1,175,431$45,999$92,729$332,816$57,988Cur salary220000
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203661$732,252$1,210,563$47,149$97,365$356,113$59,438Cur Exp40000
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203762$720,537$1,246,974$48,328$102,233$381,041$60,924Cur Qual Balance175000
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203863$707,028$1,284,726$49,536$107,345$407,714$62,447Cur NQ Balance45000
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203964$691,604$1,323,882$50,775$112,712$436,253$64,008Inflation2.5%
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204065$674,140$1,364,510$52,044$118,348$466,791$65,609Income Growth2%
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204166$654,502$1,406,681$53,345$124,265$499,467$67,249PostRet Qual Grow4%
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204267$632,548$1,450,469$54,679$130,479$534,429$68,930
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204368$608,130$1,495,956$56,046$137,003$571,839$70,653
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204469$581,089$1,543,226$57,447$143,853$611,868$72,420Year values are starting amounts
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204570$551,261$1,592,369$58,883$151,045$654,699$74,230
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204671$518,469$1,643,480$60,355$158,598$700,528$76,086
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204772$482,528$1,696,659$61,864$166,528$749,565$77,988
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204873$443,244$1,752,014$63,411$174,854$802,034$79,938
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204974$400,410$1,809,659$64,996$183,597$858,177$81,936
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205075$353,809$1,869,714$66,621$192,776$918,249$83,984
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205176$303,214$1,932,308$68,286$202,415$982,526$86,084
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205277$248,382$1,997,577$69,993$212,536$1,051,303$88,236
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205378$189,058$2,065,664$71,743$223,163$1,124,894$90,442
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205479$124,974$2,136,724$73,537$234,321$1,203,637$92,703
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205580$55,847$2,210,920$75,375$246,037$1,287,892$95,021
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205681-$18,620$2,288,424$77,260$258,339$1,378,044$97,396
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205782-$98,742$2,369,423$79,191$271,256$1,474,507$99,831
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205883-$184,850$2,454,111$81,171$284,819$1,577,723$102,327
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205984-$277,293$2,542,699$83,200$299,060$1,688,163$104,885
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206085-$376,438$2,635,408$85,280$314,013$1,806,335$107,507
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206186-$482,672$2,732,475$87,412$329,713$1,932,778$110,195
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206287-$596,402$2,834,151$89,597$346,199$2,068,073$112,950
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206388-$718,059$2,940,704$91,837$363,509$2,212,838$115,774
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206489-$848,095$3,052,421$94,133$381,684$2,367,736$118,668
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206590-$986,987$3,169,603$96,487$400,768$2,533,478$121,635
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