1. YOU MUST SAVE $1,000,000 BY SOCIAL SECURITY RETIREMENT AGE OF 67
$0 Beginning Balance SAVING USING A GROWTH MUTUAL FUND IN A ROTH IRA
IF YOU BEGIN AT AGE:
16 YOU MUST SAVE $52 PER MONTH* UNTIL AGE 67
17 $58
18 $64
19 $70
20 $78
21 $86 PER MONTH* UNTIL AGE 67
22 $95
23 $105
24 $116
25 $129
26 $142
27 $157
28 $174
29 $193
30 $213
31 $236 PER MONTH* UNTIL AGE 67
32 $262
33 $290
34 $322
35 $357
36 $396
37 $439
38 $488
39 $542
40 $603
41 $671 PER MONTH* UNTIL AGE 67
42 $748
43 $834
44 $931
45 $1040
46 $1165
47 $1306
48 $1467
49 $1652
50 $1864
51 $2566 PER MONTH** UNTIL AGE 67
52 $2871
53 $3225
54 $3640
55 $4131
56 $4717
57 $5429
58 $6310
59 $7421
60 $8861
61 $10,795
62 $13,520
63 $17,629
64 $24,507
65 $38,306
66 $79,790
* 10% AVERAGE ANNUAL RETURN ** 8% AVERAGE ANNUAL RETURN
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
An investor should consider the investment objectives, risks, charges and expenses of
mutual funds carefully before investing.
FOR TRAINING PUPOSES ONLY