PROJECTED INVESTMENT INCOME DETAIL Year
Cap Gains Dividends & Qualified & Interest Plans 1,595 0 1,756 0
Return Insurance of Basis & Annuity & ROTH Income 0 0 0 0
2012 2013
Age Martin/Mary 49 / 46 50 / 47
2014 2015 2016 2017 2018
51 / 48 52 / 49 53 / 50 54 / 51 55 / 52
1,931 2,120 2,323 2,542 2,777
0 0 0 6,239 14,435
0 0 0 4,901 9,623
2019 2020 2021 2022 2023
56 / 53 57 / 54 58 / 55 59 / 56 60 / 57
3,033 3,312 3,608 3,934 4,282
16,329 12,084 0 0 0
2024 2025 2026 2027 2028
61 / 58 62 / 59 63 / 60 64 / 61 65 / 62
4,660 5,070 5,513 5,991 6,513 $60,960
Total
Other 0 0
Total Income 1,595 1,756
0 0 0 0 0
0 0 0 0 0
1,931 2,120 2,323 13,682 26,835
9,590 5,888 0 0 0
0 0 0 0 0
0 0 0 0 0
28,952 21,284 3,608 3,934 4,282
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
4,660 5,070 5,513 5,991 6,513
$49,087
$30,002
$0
$0
$140,049
Dividends & Interest is the earnings on Investment Assets. Capital Gains & Qualified Plans are the total income from assets which are subject to capital gains taxes + total income from qualified assets. Return of Basis & ROTH is the amount of original investment returned in the period. Insurance & Annuity Income is the total of insurance loans taken, deferred annuity withdrawals, and immediate annuity payments. Other includes any income not specifically identified in another column. Total Income is the sum of Insurance Loans + Annuity Income + Dividends + Interest + Capital Gains + Return of Basis + Real Estate Income.
Prepared For: Martin and Mary Moderate Prepared By: David M Stitt, CLU, ChFC, CEP, CSA, CFP, RFC
DAMOST Consulting