
QUICK RETIREMENT FORMULA
T-I-M-E and M-O-N-E-Y at Work ( Print off and do your own Calculations )
(1)
WHEN would you like to Retire...
------ In 1
year? ------ In 5
years?
------ In 10
years? ------ In 15 years? -----
in 20 years?
GREAT! Now, what's your plan to ‘achieve’ this goal?
(2)
How much MONEY will you need monthly, to RETIRE...
--------- $1,000/mo? -------- $2,000/mo?
------- $5,000/mo?
------ $10,000/mo? ------ More (am't)?
GREAT! Now, what's your plan to ‘receive’ this monthly income?
(3)
How much CAPITAL will you need to invest - at
say, a 5%
return - to receive your required MONTHLY INCOME (in #2
above)?

Take your answer from (#2) above - and multiply it by
240
That’s IT! => Now, what's your plan to ‘accumulate’ this
money (capital) after TAX?
(( Please Note: The above Formula assumes a return of
5% (it could be
more or less, depending on economic conditions, affecting your return). It
also makes NO allowance for the impact of any INCOME TAXES or INFLATION
or other ASSETS (pensions / investments / savings / etc) or LIABILITIES ))
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