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Retirement Income Deferral Options Worksheet

Estimated Annual Income: $
Expected Annual Return:
$5,500 catch up for over 50 yrs. old:

This report is only a projection and is based on your current salary. It assumes no increase in pay and a selectable (1-15%) average annual return over the time period. The maximum contribution must stop at $16,500 ($22,000 if over 50 yrs old) because of the current law. Your actual results will vary based on your deferral amount (%), loans or withdrawals, and your specific choice of funds within the 401-k and how they perform.

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