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1.
Enter your CURRENT AGE:
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2. Enter your EXPECTED RETIREMENT AGE:
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3. Enter your CURRENT SALARY (e.g., 40,000, 100,000, etc.):
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4. Enter your CURRENT RETIREMENT PLAN
BALANCE (e.g., 10,000, 100,000, etc.):
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5. Enter your RETIREMENT GOAL. This is the % of your FINAL salary that you will need
each year of your retirement, forever: (Compass Investors strongly
recommends 100%):
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6. Enter your true AVERAGE ANNUAL RETURN
(AAR) from the START of your plan.
(i.e., Your return not counting contributions) Note: Typical AAR is 5%.
You can calculate your true AAR using the
Compass Investors' AAR Calculator™.
Note: If you have worked less than 5 years,
enter the typical AAR of 5%:
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7. Enter the % OF YOUR SALARY that
YOU are contributing
to your Retirement Plan:
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8. Enter % OF YOUR SALARY that
YOUR COMPANY is
contributing to your Retirement Plan:
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9. Enter your
expected average lifetime yearly SALARY INCREASE (avg=3%)
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Copyright © Compass
Investors, LLC
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After you have answered ALL questions above,
Scroll Down to see your results…
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Your Salary will be:
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Your Needed
Plan Value will be:
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Your Expected Plan Value:
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Your Plan
Balance will have a/an:
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Age at which goal is met
with Horizon™:
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* If you have NOT reached your Retirement Goal,
be aware that a Formulaic Asset Allocation (FAA) approach can offer an
8% AAR. To see if a FAA approach will help you reach your Goal, enter 8% for
Question 6 above.
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Copyright © Compass
Investors, LLC
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