Question: Case #1 Case #2 Case #3 Case #4 25 year old 35 year old 40 year old 50 year old Needs $60,000 Today Needs $60,000
| Case #1 | Case #2 | Case #3 | Case #4 |
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| 25 year old | 35 year old | 40 year old | 50 year old |
| Needs $60,000 Today | Needs $60,000 Today | Needs $60,000 Today | Needs $60,000 Today |
| Retires at 65 | Retires at 65 | Retires at 65 | Retires at 65 |
| Is in retirement for 30 years | Is in retirement for 30 years | Is in retirement for 30 years | Is in retirement for 30 years |
| Seeks 8% annual return throughout | Seeks 8% annual return throughout | Seeks 8% annual return throughout | Seeks 8% annual return throughout |
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| Expected SS: $17,000 | Expected SS: $17,000 | Expected SS: $17,000 | Expected SS: $17,000 |
| No pension expected | No pension expected | No pension expected | No pension expected |
| No current savings | No current savings | No current savings | No current savings |
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| Required Amounts: | Required Amounts: | Required Amounts: | Required Amounts: |
| Annual: | Annual: | Annual: | Annual: |
| Monthly: | Monthly: | Monthly: | Monthly: |
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