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Date Invest total Annual return Pension/SS Taxes Expenses Inputs Enter Values

May-06
Do not enter any values in Columns A through F
$1,692,362 $118,465 $0 $33,058 $37,635
Invest Total
Mo. Savings
$2,000,000
$0
Insert personal $0.00
May-07
May-08
$1,740,135
$1,789,377
$121,809
$125,256
$0
$0
$33,991
$34,953
$38,575
$39,540
Retire Date*
Annual Exp#
May-06
$40,000
Data in Cells I2 -29.62

May-09 $1,840,140 $128,810 $0 $35,945 $40,528 Tax rate 32.21% through I15
May-10 $1,892,477 $132,473 $0 $36,967 $41,542 Invest return 7.00% 0.58%
May-11 $1,946,442 $136,251 $0 $38,021 $42,580 Inflation 2.50% only!
May-12 $2,002,091 $140,146 $0 $39,108 $43,645 Pension $0
May-13 $2,059,485 $144,164 $0 $40,229 $44,736 SS $14,000 Do not change
May-14
May-15
$2,118,683
$2,179,751
$148,308
$152,583
$0
$0
$41,386
$42,579
$45,854
$47,000
Pension/SS
Pen/SS Date*
$14,000
Jan-18 any other cells!
May-16 $2,242,755 $156,993 $0 $43,809 $48,175 Cap. Gains % 25.00% No guarantees, implied or
May-17 $2,307,763 $161,543 $0 $45,079 $49,380 Dividend/IRA % 75.00% otherwise are provided. This
May-18 $2,374,847 $166,239 $14,000 $49,771 $50,614 Enter Date*: Jan-47 tool is provided for informal
May-19 $2,454,700 $171,829 $14,000 $51,331 $51,880 Assetts $6,130,183 planning purposes only. Use
May-20 $2,537,319 $177,612 $14,000 $52,945 $53,177 Today 10/18/2008 at your own risk.
May-21 $2,622,809 $183,597 $14,000 $54,615 $54,506 Notes:
May-22 $2,711,284 $189,790 $14,000 $56,343 $55,869 *Enter Date as 1/1/xxxx
May-23 $2,802,862 $196,200 $14,000 $58,132 $57,265 #Expenses exclusive of income taxes
May-24 $2,897,665 $202,837 $14,000 $59,984 $58,697
May-25 $2,995,820 $209,707 $14,000 $61,901 $60,165
May-26 $3,097,462 $216,822 $14,000 $63,887 $61,669
May-27 $3,202,729 $224,191 $14,000 $65,943 $63,210
May-28 $3,311,766 $231,824 $14,000 $68,073 $64,791
May-29 $3,424,726 $239,731 $14,000 $70,280 $66,410
May-30 $3,541,767 $247,924 $14,000 $72,566 $68,071
May-31 $3,663,055 $256,414 $14,000 $74,935 $69,772 $50,000,000
May-32 $3,788,761 $265,213 $14,000 $77,391 $71,517 $47,500,000
Income Fed Tax State Tax Tax
May-33 $3,919,067 $274,335 $14,000 $79,936 $73,305 $45,000,000
May-34 $4,054,161 $283,791 $14,000 $82,575 $75,137 $25,000
$42,500,000 13.00% 1.50% 14.50%
May-35 $4,194,240 $293,597 $14,000 $85,311 $77,016 $50,000
$40,000,000
20.21% 2.54% 22.75%
May-36 $4,339,511 $303,766 $14,000 $88,149 $78,941 $75,000 23.51% 3.53% 27.04%
$37,500,000
May-37 $4,490,186 $314,313 $14,000 $91,092 $80,915 $87,500 24.58% 3.94% 28.52%
May-38 $4,646,493 $325,255 $14,000 $94,145 $82,937 $35,000,000
$100,000 25.38% 4.24% 29.63%
May-39 $4,808,665 $336,607 $14,000 $97,313 $85,011 $32,500,000
$150,000 27.25% 4.95% 32.21%
May-40 $4,976,947 $348,386 $14,000 $100,600 $87,136 $200,000
$30,000,000 28.19% 5.31% 33.50%
May-41 $5,151,597 $360,612 $14,000 $104,012 $89,315 $27,500,000
May-42 $5,332,883 $373,302 $14,000 $107,553 $91,547 Cap $25,000,000
Gains 15%
May-43 $5,521,084 $386,476 $14,000 $111,229 $93,836
$22,500,000 Column B
May-44 $5,716,494 $400,155 $14,000 $115,046 $96,182
May-45 $5,919,421 $414,359 $14,000 $119,010 $98,587 $20,000,000
May-46 $6,130,183 $429,113 $14,000 $123,127 $101,051 $17,500,000
May-47 $6,349,117 $444,438 $14,000 $127,404 $103,578 $15,000,000
May-48 $6,576,574 $460,360 $14,000 $131,847 $106,167 $12,500,000
May-49 $6,812,920 $476,904 $14,000 $136,464 $108,821 $10,000,000
May-50 $7,058,540 $494,098 $14,000 $141,262 $111,542
$7,500,000
May-51 $7,313,834 $511,968 $14,000 $146,248 $114,330
May-52 $7,579,224 $530,546 $14,000 $151,433 $117,188 $5,000,000
May-53 $7,855,149 $549,860 $14,000 $156,822 $120,118 $2,500,000
May-54 $8,142,069 $569,945 $14,000 $162,427 $123,121 $0
May-55 $8,440,465 $590,833 $14,000 $168,256 $126,199 MMM MM MM MM MM MMMMMMMM MM MM MM MMMMMMM
May-56 $8,750,843 $612,559 $14,000 $174,319 $129,354 a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a
May-57 $9,073,729 $635,161 $14,000 $180,626 $132,588 y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y- y-
May-58 $9,409,676 $658,677 $14,000 $187,188 $135,903
May-59 $9,759,263 $683,148 $14,000 $194,017 $139,300
May-60 $10,123,094 $708,617 $14,000 $201,124 $142,783
May-61 $10,501,804 $735,126 $14,000 $208,522 $146,352
May-62 $10,896,057 $762,724 $14,000 $216,223 $150,011
May-63 $11,306,547 $791,458 $14,000 $224,241 $153,761
May-64 $11,734,002 $821,380 $14,000 $232,591 $157,605
May-65 $12,179,186 $852,543 $14,000 $241,287 $161,546
May-66 $12,642,897 $885,003 $14,000 $250,345 $165,584
May-67 $13,125,970 $918,818 $14,000 $259,781 $169,724
May-68 $13,629,283 $954,050 $14,000 $269,613 $173,967
May-69 $14,153,753 $990,763 $14,000 $279,858 $178,316
May-70 $14,700,341 $1,029,024 $14,000 $290,535 $182,774
May-71 $15,270,057 $1,068,904 $14,000 $301,663 $187,343
May-72 $15,863,954 $1,110,477 $14,000 $313,264 $192,027
May-73 $16,483,139 $1,153,820 $14,000 $325,359 $196,828
May-74 $17,128,772 $1,199,014 $14,000 $337,971 $201,748
May-75 $17,802,066 $1,246,145 $14,000 $351,123 $206,792
May-76 $18,504,296 $1,295,301 $14,000 $364,840 $211,962
May-77 $19,236,794 $1,346,576 $14,000 $379,149 $217,261
May-78 $20,000,960 $1,400,067 $14,000 $394,076 $222,692
May-79 $20,798,259 $1,455,878 $14,000 $409,650 $228,260
May-80 $21,630,228 $1,514,116 $14,000 $425,901 $233,966
May-81 $22,498,476 $1,574,893 $14,000 $442,862 $239,815
May-82 $23,404,693 $1,638,328 $14,000 $460,563 $245,811
May-83 $24,350,647 $1,704,545 $14,000 $479,042 $251,956
May-84 $25,338,195 $1,773,674 $14,000 $498,332 $258,255
May-85 $26,369,281 $1,845,850 $14,000 $518,473 $264,711
May-86 $27,445,947 $1,921,216 $14,000 $539,504 $271,329
May-87 $28,570,330 $1,999,923 $14,000 $561,468 $278,112
May-88 $29,744,673 $2,082,127 $14,000 $584,407 $285,065
May-89 $30,971,327 $2,167,993 $14,000 $608,368 $292,192
May-90 $32,252,760 $2,257,693 $14,000 $633,400 $299,497
May-91 $33,591,557 $2,351,409 $14,000 $659,551 $306,984
May-92 $34,990,431 $2,449,330 $14,000 $686,877 $314,659
May-93 $36,452,226 $2,551,656 $14,000 $715,431 $322,525
May-94 $37,979,926 $2,658,595 $14,000 $745,273 $330,588
May-95 $39,576,661 $2,770,366 $14,000 $776,463 $338,853
May-96 $41,245,711 $2,887,200 $14,000 $809,066 $347,324
May-97 $42,990,521 $3,009,336 $14,000 $843,148 $356,007
May-98 $44,814,702 $3,137,029 $14,000 $878,781 $364,907
May-99 $46,722,042 $3,270,543 $14,000 $916,039 $374,030
May-00 $48,716,516 $3,410,156 $14,000 $954,999 $383,381
May-01 $50,802,293 $3,556,160 $14,000 $995,742 $392,965
May-02 $52,983,746 $3,708,862 $14,000 $1,038,354 $402,790
May-03 $55,265,465 $3,868,583 $14,000 $1,082,924 $412,859
May-04 $57,652,264 $4,035,658 $14,000 $1,129,547 $423,181
May-05 $60,149,195 $4,210,444 $14,000 $1,178,322 $433,760

No guarantees, implied or otherwise are provided. This tool is provided for informal planning purposes only. Use at your own risk.