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1.
Enter your ORIGINAL Retirement Plan STARTING BALANCE (typically $0):
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Press TAB after EACH entry.
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2. Enter the # OF YEARS you have
contributed to your Retirement Plan (max. = 30):
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3. Enter your estimated AVERAGE SALARY since starting your Retirement Plan
(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 the TOTAL of any Company
Contributions (e.g., Profit Sharing, etc.)
included in the
Current Retirement Plan Balance entered in Question #4:
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6. Enter the % OF YOUR SALARY that YOU have been contributing -- on
average --
to your Retirement Plan since starting the Plan (entry must be > 0%):
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7. Enter the % OF YOUR SALARY that YOUR COMPANY has been contributing -- on
average --
to your Retirement Plan since starting the Plan:
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After you have answered all the questions above
Your average annual Pure Investment Return will appear in the box below.
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Click the 'Close Window' button below
or
click here to
download the Retirement Goal
Calculator.
Then enter your average annual Pure Investment Return as the answer to Question #5.
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Copyright
© Compass Investors, LLC
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