Convert Expenses into Profits Estimator
Current Age 35   Retirement Age 65
Monthly Saving 400   Average COI's 10%
Interest Rate 6.50%   Tax Rate 20%
         
    Option 1 Option 2  Option 3
Monthly Expenses
Value at Retirement Age none
Monthly Income to age 95 none
Annual Income to Age 95 (tax adjusted) none
         
Option 1: No Plan, Paying Expenses as Customary
Option 2: Continue Paying Expenses as Customary and Add Savings
Option 3: Redirecting Monthly Savings and Expenses Through a FSWA plan
*The amount you save each month determines the extent to which expenses  can be allocated to the FSWA plan.
For more information and accurate estimates please request a full proposal.