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Early Retirement

This document outlines a person's current investments including brokerage accounts and retirement accounts totaling $415,058.03. It projects the growth of these investments over time at an 8% annual return rate, reaching over $2.3 million by age 54 when early retirement is planned. It also lists current yearly expenses of $90,000 and the needed total of $2.25 million to retire early at age 54.

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Sumit Todi
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25 views

Early Retirement

This document outlines a person's current investments including brokerage accounts and retirement accounts totaling $415,058.03. It projects the growth of these investments over time at an 8% annual return rate, reaching over $2.3 million by age 54 when early retirement is planned. It also lists current yearly expenses of $90,000 and the needed total of $2.25 million to retire early at age 54.

Uploaded by

Sumit Todi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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INVESTMENTS INVESTMENTS (growth over time)

Brokerage $503.85 return rate: 8.00%


ROTH IRA: J$ $56,842.45 yearly add'l investment: $13,000.00
ROTH IRA: Mrs J$ $26,617.10
SEP IRA $331,094.63
$415,058.03 36 $462,302.67
37 $513,326.89
38 $568,433.04
withdrawal rate: 4.00% 39 $627,947.68
retire now (yearly): $16,602.32 40 $692,223.49
retire now (monthly): $1,383.53 41 $761,641.37
42 $836,612.68
age now: 35 43 $917,581.70
age when hit E.R.: 54 44 $1,005,028.23
45 $1,099,470.49
EXPENSES (currently) 46 $1,201,468.13
yearly: $90,000.00 47 $1,311,625.58
monthly: $7,500.00 48 $1,430,595.63
49 $1,559,083.28
needed to retire early: $2,250,000.00 50 $1,697,849.94
51 $1,847,717.94
52 $2,009,575.37
53 $2,184,381.40
54 $2,373,171.92
55 $2,577,065.67

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