Projection of Annual Portfolio Values

 or 

Report

AgeYearAnnual
Contribution
Projected Portfolio
Value at 4%
Projected Portfolio
Value at 5%
Actual Portfolio Value
302013$5,500$25,000$25,000
312014$5,500$31,500$31,750
322015$5,500$38,260$38,837
332016$5,500$45,290$46,279
342017$5,500$52,602$54,093
352018$5,500$60,206$62,298
362019$5,500$68,114$70,912
372020$5,500$76,338$79,958
382021$5,500$84,892$89,456
392022$5,500$93,788$99,429
402023$5,500$103,039$109,900
412024$5,500$112,661$120,895
422025$5,500$122,667$132,440
432026$5,500$133,074$144,562
442027$5,500$143,897$157,290
452028$5,500$155,153$170,655
462029$5,500$166,859$184,688
472030$5,500$179,033$199,422
482031$5,500$191,695$214,893
492032$5,500$204,862$231,138
502033$5,500$218,557$248,195
512034$5,500$232,799$266,104
522035$5,500$247,611$284,910
532036$5,500$263,016$304,655
542037$5,500$279,036$325,388
552038$5,500$295,698$347,157
562039$5,500$313,026$370,015
572040$5,500$331,047$394,016
582041$5,500$349,789$419,217
592042$5,500$369,280$445,678
602043$5,500$389,552$473,462
612044$5,500$410,634$502,635
622045$5,500$432,559$533,267
632046$5,500$455,361$565,430
642047$5,500$479,076$599,201
652048$5,500$503,739$634,662
662049$5,500$529,389$671,895
672050$5,500$556,064$710,989
682051$5,500$583,807$752,039
692052$5,500$612,659$795,141
702053$5,500$642,665$840,398
712054$5,500$673,872$887,918

 

 
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