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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.