Transcription of Fidelity Planning & Guidance Center Retirement Analysis
1 12345621 8239 1 6 .. ! " . " .. *+, +* 1+,23*3/345 . 6789:7;< =:>??7?@ A 4B78>?C9 D9?;9E . F9;7E9G9?; -?>:<H7H .. 2 45 6789708 . 2 5 89 9 0 8 9 0 . 2 5 0 0 . 2 5 0 !8 . 2 "5 8 0 . 2 #5 8 $ 9 8%& . 2 '5 !8 098 8 &0 . 2 (5 6 )89 0 89 0 0 0 ! 8 .. 00 . | } _ h~ _ tt t u } t th . h th t _~q q . 2345674 839 .. 65#* !9 4476 5#4 6 94 35967* # 5 379 4 5**2 . )7*'6* 597 5* 5*74 # 6 7 5'7 ! '9 5 '#6* 5#4 6 79 . 7 39 59 7 67 ! 6 7 "5###$ % &'45# 7 (7#679 )7697 7#6 # 7 * '9 7*2 7 7*6 567 ! 3 67#65 7 5 77 '96 # 7 * . 8#5 ** +6 7 , -. * 6 39 47 ' /6 74' 56 # 5 '6 '9 '90 5*741 # 59$7 35961 # '9 973 9674 37#*56 #2 57 5'*7 . 97#6 *5 #$*1 7*6 5674 !'6'97 #69 '6 #*1 5#4 6 7 3 67#65 35 6 6 7*7 5'7* 5#$7 79 6 71 '9 97*'6* 5 5#$7 ! ' '*7 . 6 7 5 57 # '9 7*6 5674 # 7 # 97697 7#62 7 6 7 97 6 5# # 72 :! ' 47 5#$7* 6 '9 35# '6 4 . 5 /* ' 6 733 97 3 6 76 5 / 560! * 7#59 * 6 3 67#65 # 6 37 7#6 6 *7 5#$7* * # 5!679 75 #$ 6 7 1 ' . 39 7 '9 97697 7#6 35###$ *69567$ 2 * '4 97 5 '567 '9 )7697 7#6 8#5 ** !
2 ' 47 47 6 3'6 . * 5#5 ** * 39 474 6 ' ! 9 #! 9 56 #5 3'93 *7* # '9 4774 5#$7* #6 5 6 #2 :6 * 3 965#6 6 97 7 79 6 56 . 76 79 4476 59 6795$7 779 7* 88(1 5 97$*67974 9 6790475791 6 7 5**76 5#4 # 7 5 '#6* 6 56 6 7 5 '567* 597 5339 30 . 9 6* 5!!5671 4476 "79* #5 5#4 9 9635 7 84 * 9* 88(1 5 5671 5* * ' ! 6 7 #! 9 56 # 7#67974 #6 6 7 2 n' ! . 97$*67974 #7*6 7#6 54 *791 4737#4#$ # '9 9756 #* 3 /6 6 * #! 9 56 # * 5*74 # / 56 ' 6# / 6 45 1 '6 5* 97!7 6* . 4476 :#7*6 7#6*2 ;5 *7** # * 5 #706 71 # #4* 976 #0 5**' 36 #* 97$594#$ / 6 7 *6'56 # 5 5#$7 # 6 7 !'6'972 . 59 *79 71 / 75#* 6 56 6 * '3 6 ' 6 37 7#6 '9 35#0 7*7 5**' 36 #* 79 !'6'97 59676 976'9#*1 #!56 #1 # 71 . ##$ *69567$ !1 5#4 5*1 ' *72 97 *'$$7*6 6 56 ' 97 *6 6 7 5**76 $9 /6 1 653 5**' 36 #*1 5#4 7965# 5**' 36 #* 5 '6 '9 . 379 4 5 5#41 # 3596 '591 / 7# '9 !#5# 5 9 ' *65# 7* 379* #5 *6'56 #2 . 5#$72 "75*7 #*'6 '9 653 54 * 9 9 #7*6 7#6 39 !7** #51 7 5 79*6567 9 '#479*6567 6 7 35 6 !))
3 65356 # # '9 . ! 533 5 72 /6 495/5* 5* 5 97*'6 ! 6 7 o* 5**' 36 #*2 4 9 735 371 6 7 . <=>?@ABCAD AFG HIJKGLMNJOP JI JMFGI NOQJIRSMNJO TGOGISMGU VW 69756* # #0) 6 5!6790653 55# 7* 5* *' 7 6 6 94#59 # 7 . MFG AJJX IGTSIUNOT MFG XNYGXNFJJU JQ ZSINJ[P NOZGPMRGOM J[MLJRGP 653 '3 # /6 495/51 6 797 79*656#$ 6537* 5#4 '#479*656#$ . SIG FWHJMFGMNLSX NO OSM[IG\ UJ OJM IGQXGLM SLM[SX NOZGPMRGOM IGP[XMP\ 555 7 # 72 8446 #5 4765* 597 555 7 7 /2 . SOU SIG OJM T[SISOMGGP JQ Q[M[IG IGP[XMP] @GP[XMP RSW ZSIW ^NMF . GSLF [PG SOU JZGI MNRG] pd qpdris tdb ufv bpv hddi . _a b cbd ef dg hddif 7 6567* #6 5 '#6 7965# 653 9'7* 6 56 597 39 59 5*74 . 7 4 7* # 6 567 3974 6 #* ! !'6'97 59676 #46 #*1 9 # 6 7 5**' 36 # 6 56 5 379* # 5* # 5 2272 653 5 6 2 :6 5* . 3974 6 9 39 7 6 6 7 379! 9 5# 7 ! 5 6'5 #7*6 7#6* 9 5 6'5 5**' 7* 6 56 #! 9 56 # 5 '6 5# *3 '*5 9756 #* 3 / #0 . 4#$* # '9 *77 674 5 '#6*2 :#*67541 6 7 '*7* *6 9 5 6#'7 '#6 6 7 4756 ! 6 56 379* #2.]]]]]]]]]
4 976'9#* + 5*74 # #4737*1 # 6 5 6'5 4#$* # '9 5 '#6*. 6 797 5 7 *6'56 #* / 797 ' * '4 #*479 9756#$ . 7*6 567 3 67#65 # 7 # 97697 7#62 "5*6 379! 9 5# 7 * # *7359567 35#* ! 9 75 #4 4'52 7 5**' 7* 6 56 ' 5#4 . $'595#677 ! !'6'97 97*'6*2 8* 1 6 * # 6 3 ** 7 6 #7*6 497 6 6 7 ,*3 '*7k35###$ 3596#79- 5# !7 5 !74795 653 976'9# 5* . # 5# #4732 "79! 9 5# 7 976'9#* ! 9 5 6'5 #7*6 7#6* / ,n59974 4 #$ w #6 2- :6 5* 5**' 7* 6 56 ' 5#4 6 7 ,*3 '*7k . $7#795 7 974' 74 !77* 5#4 7337#*7* # 6 97!7 674 # 6 7 35###$ 3596#79- m'5! ! 9 7965# 7 5 77 '96 7#7!6*1 . 3 6 76 5 '*6956 #*2 695#*!790653 5965 474' 6 #*1 5#4 6 79 7#7!6* 6 / # . 8 5 '56 #* 5#4 97*'6* 597 3'97 3 6 76 5 # #56'97 5#4 #4 4'5* m'5! #$ 5* ,*3 '*7*- '#479 !74795 653 9 6 79 5/ . / # 6 5!!7 6 '9 5 6'5 5 '#6*2 j ' 597 97*3 #* 7 ! 9 '9 5 7 7#66742 7*7 5**' 36 #* 5 # 6 7 5339 39567 # 6 7 . /# #7*6 7#6 5#4 35###$ 47 * #*1 5#4 ' 5 5 7361 #6736 ! 35###$ /6 ,35###$ 3596#79*1- 5#4 6 7 97*'6* . 97 7 61 9 4!
5 5# 97*'6* 65#74 6 9 '$ 6 7 2 5 6 797! 97 # 6 7 5339 39567 ! ,35###$ 3596#79- 956 79 6 5# . ,*3 '*7- #! 9 56 # * 7#679742 7 ! /#$ 653 9 ' *65# 7* . 4476 5 # 93 9567 7965# 379* #5 9 !#5# 5 #! 9 56 # 597 * 71 '6 # 6 51 ! 6 7 975* #* ' 5 /5#6 6 #*'6 '9 . #6 6 7 / ' 5#4k 9 '9 / 9635 7 *5 #$* 35# *3 #* 9 653 54 * 9 9 5 4476 )7397*7#6567 7! 97 '*#$ 6 * 6 2 7 . 9 5 6 94 3596 1 *' 5* 5# 6 79 !#5# 5 #*66'6 #1 57 397 '* '63'6* 5 # 6 7 533 5 7 ! 'x . 39 474 6 4476 9 6* 5!! 567*2 j ' * '4 79! 6 7 #6#'74 y {57 5 *$#! 5#6 5 '#6 ! 59$# 47 6 . 5 '95 ! 5# *' #! 9 56 #2 y {57 5 ! 97$# 653 5 6 . l773 # #4 6 56 6 7 '*6956 #* 97!7 674 # 6 7 597 '997#6 y 897 *' 7 6 6 5679#567 # ' 653 +8n .. 5* ! 6 7 4567 39 4741 5*74 # 3596 # 4565 65#74 !9 . '637 * '9 7*1 # '4#$ 6 9403596 * '9 7*2 8# 97*'6* 39 0 y 897 # '96k7$5 39 774#$* +4 9 71 39 5671 76 2. / 797 !#5 . 474 597 5*74 # 7965# m' 67* 5#4 6 79 39 #$ 4565 6 56 6 7 5**76 5 '#6* 597 # m'7*6 # . 0 . 23 5678 8 7 8 329f:p g952 7_`27a2 7df9:047 aae1`:047a.}}
6 ! " ! # $! ' ( " ,$ $ " $ ' " $ $! ! $ " . $ " $" % % " $ $! $ # & ! " ' # $ " ' , # " % $ " $ " $ " & . % !( $ # " ' $!) * ' $ # $" ! *# " & A qDSREr sSGD stuEuM ! " $ " $ " " % % " . + , , % " $ ! " $ " ! - * ,. !& Z&vU= * ! $ N! "# % & . / ! " $ " ! * ! " ! %% %# $! % ' " $ & A wtILxyDGHxsSGD zIu{GSI|D QGDHF{HuM ! " $ " $ " . 012 3450647 89:9 $ W" 'W% $ $% ' ' $" ! $ " } ! " . ! $ # " ' $" "' ; $ " # * ", $ n ( " XU& * ! $ " ' " $ " " # . # " ' $" $! # $$$ & < # $$$ $ $% ' ' b ! $! & . ," $$$ "$ = " ' $" " " $ " 7h412 64e5h2a . " ' $" # $! % $"$ $" " " $$$ # & < $ <$% ' % ! ," $ " " . # $ " , ($ = * " # ! $>" % $ ! # ! $ #;$ # " ' $" & ' $" ' # * W " ! . " != # ! %" " ?+ " @ " $ , $ ' " ! ' % !( $ # " ' $" ! ' $ #= $! $ " . " ' $" " " & ! * ! " !& N! "# $ " * " # " %% %#= . A CDEFGDHDIE KLDM N $ , = " O " ' $" / ! "' $ = % ' " $ " ! " %" ! $# ' $ # . ! ," " " * P % P % "# !! ! " ' $" $% ' % & N! "# $ " $ * . #' $" - ! " $> ?))))}
7 N O " ' $" / @ *# " " %% %# $# ! ! *# # ' # & . P % P % "# /!' $ " " $.& . A QRSIIFIL KLDM N $ , = " $$$ - $! $ g41`27a9:047 7h412 .. ! ," " > 0TU ' " "# & ' " "# ~ ' $ " $ <$% ' $ " ! ! ! * ", $ P #= . * ! $ " > ! " * " $! $! = $! } $ = $! ~ '' $& ~ ' $ " $ ! " $" ! $" " . $" " " , % # 0TU % $% $ & ! "' "$ " ' $" $% ' = $! ! " . % " "' " " P % "# /%" OVW0 XYZ "' " " b " $! " ' $" b $ & N $ , . [ " "# * \ %" ! ," [ " "# <' ' $" P% n ( % $ % !( " " N! "#= # % ' $ " $ ! " . [VW0XY] 0XY^& ' # * W " !& $% # ! " = # % 'W . 7_`27a2a $ " $ ! " ! $! , $ $ * W " !& < # . ' $" , % # > %" ! # b $ # $ % ' $ " $ % $ = # ! ! " " & . ' " $" $ " $ # " & > $ # 69f95 54 :p 89:2 . * ! ' # $ # * "# " % # b $ ' $" ! " " # ," " " " " > $ W . " " # $> "' ; $& cb $ % $ * $" ! " " $ " Y&TU& # ," " ! " # # . " b' " = " " b $ % " # $ " $# % * * $ $! % '' $ # $" & . * ! " , ( "& < # $" # b $ " " b' " ! ! ' ! " ' " m "' $" * $! " &P& . = " , ' " ' $" # $" ' $ % $ " $" ~ $ } & V " ?)))]]
8 M N " & ~ $"@ . " " # $= % $ $ $ # % "W W $ !\ "' $" %" $ !!" $ ! " $ " % $" $ " $ " ! $ . * ! $ " > $ $ " $ " 0&TU& < # b %" # " & . b $ " %" " " " # " ' $"= # % $ ' ! . " $% $ " * ! " , ( "& 64h09f 62he50: 272d0:a . N " " $ # ' " ' $"= " " " $ P % P % "# " ' $" * $ " "' " ! *# " . ," $ " " " ' $" b $ "' " !& * ! $ # ! " * " = # ' " % $" $ ! $% ' . 82d9ef: 7_`27a2 14e7: g9fhef9:047i ' $"= $! " " ' $" # $" -" ! / $! . jEDk lM m " ' $ $ b $ ' $" , % % ^TU " P > <$ $% /P< ' " ' $" * $ " > . > "' " ! W " ' $" % ' $ " $& n " ( # % W % '' $% ' $" ' # * $ " $ 0 $! $ " . $" $% ' -, % $% ! #= % '' $= $! * $ = " $ ] "' " $ " ' %" ! *# %% $" * $% = . % * . $! , " " " Y&TU $ " $ ' $ , % $" * " $ " = " ' b ' ( " % $!" $ ! $ " %" " . $" " ' $"& " " ' $" ' " ! *# ^TU % % " $ " $" P % P % "# $% ' & "' " . $! " b *" %" !& " ! " " ! #> ! ' %" ! *# # ," & P $ $! ! b $% ! W . $! ! ! ! *# Y0 " " " ' $" # "' " ! b $ $" # ," " " $ " ' = " P % P % "#.)))
9 " " ' $"& * $ " ' # * ! $"& P $ % $ " " " ($ # . P % P % "# *# " X& P $ , ! W . jEDk oM / # $ !\ "' $" %" " " % % " ! $ * ! % $ * $ " ($ # P % P % "# *# " TX= * " . P" Y& /!\ "' $" %" * ! $ ! $% ' = $! $ # " % $" ! * "# #' $" & P % P % "# . $ ' " $ " " $!$ "" $ $ " ' $" # *# " ' $" * $ " !\ " ! *# " % " $ ~ " . W " ' $" $% ' & N b ' = ! ," $ % $" # $ /!\ "' $" -~ /. $% ! $ ! $ ! " . W " ' $" $% ' ' # $ " $ ! " % ^TU " $ %"' $"& ' $% $ " P % P % "# . $% ' = $! $ " % " !\ "' $" %" , ! ! % " " ' $" * $ " $ " > ! " $ " $ " = , % . " " " " * , ^TU& ! " * "# " ! % ! " ! ' "' " "' & n $ " " ' $" # $" . $% " ' $" * ! $ # b %" ! $!$ *" " ' # N O " ' $" / = ! $ ! *# " P % . $ " ' $"& . 0 . 23456789 77 86 87 22 3 5 8 3 3 78 5 8 7 638673 3 6 73 8 3 7 789 8 3 7 83 ! 38 36 8 3 5 8 !7 3 8 )3 . 6 8 3 6 73 5 9 9 73 789 485 67 236 743 8 3 7 8 3 93 6 78 7 63437 3 6 7 !78 6 ! !7 3 8 ) 633 ' 363 7 . 3 73 638763 3 8 3 9 5 3 836 7 9 5 36 8 8 3 5 8 3 87 8 347 9 5 6 !
10 8 6 83 6 8 3 3 8363 . 38763 3 8 3 3 73 9 8 3 22 8 3 5 38763 3 8 3 3 78 5 8 6 !8 6 83 7 3 8363 8 3 5 8 !7 3 4 U . 7 5 83 ! 8 4" ! 3 3 3 6 9 3 3 78 8 68 83 5 3 5 9 5 87 8 3 347 73 3 !7 8 3 63 543 . 3 3 78 4 8 68 3 6 9 3 #$ 6 7 7 75 !78 5 6 7 87 8 3 6 !8 6 83 7 8 3 8363 8 3 74 3 5 8 . 38763 3 8 3 #% ## 6 #& ' 3 568 36 3 3 78 8 68 83 7 8 8 3 347 73 3 !7 395 8 3 45663 8 43 ' 7 74 3 . 6 8 3 5 38763 3 8 3 8 3 63 836 8 3 63 5487 !7 3( 8 3 7 5 3 8 3 7 3 83 7 9 8 3874 8 ) 3 44 5 8 . 63 5487 45663 8 9 4 63 4 )7 5 6 )7 83 9 0*+ 3 7 3 8 9 638763 3 8 3) 3 3 . , VEWBCEX YECEWBF ZEC[B>C Z\]C[ . 3 5 6 9 4 3 43 3 8 3 3 78 63 5487 63 36 3 8 9 3 73 3 3 78 3 7 634 6"3 8 9 73 789 6 63U . 3 22 63 5487 8 3 7 5 3 8 4 45 83 8 3 5 8 3 8 83 8 6 5 8 76U 689 6 736 63 58 874 9 74 5 3 7 . 8 3 638763 3 8 3 9 5 3 836 7 36 8 8 3 5 38763 3 8 8 3 ' 638763 3 8 74 3 6 73 9 5 3 73 789 . 3 3 73 9 8 3 22 8 3 5 38763 3 8 3 3 78 7 5 83 N*^ " N*0 6 N%& 44 5 8 ' 3 3 3 78 7 83 7787 9 3 5 8.]
