Lesson 1
Retire When You Want
Lesson 2
Running the Numbers
Lesson 3
Sources of Income
Lesson 4
Investing Now
Lesson 5
Investing Now and Later
Lesson 6
What To Do? Where To Live?
Lesson 7
Medical and Other Insurance
Lesson 8
What It Will Really Cost
What It Will Really Cost
Fill In The Blanks
Planning Ahead
Retirement Stages
Lesson Summary
Homework Assignment
Case Study
Case Study Answers
Lesson 9
Tax Attack
Lesson 10
Making Your Money Last
Lesson 11
Your Heirs, Your Disasters
Lesson 12
Plan Review
The Motley Fool's Roadmap To Retirement Self-Paced Online Seminar
Lesson 8 - What It Will Really Cost
Case Study Answers

Format for Printing Format for printing

d1. Under the assumptions entered, at what age will your income be insufficient?
Answer: At age 86

d2. At that age, your Social Security and pensions will cover what percentage of your expenses?
Answer: 23%

d3. How many more years must you work to ensure the income will last?
Answer: 3, or until age 58

g1.Under the assumptions entered, at what age will your income be insufficient?
Answer: Never

g2.How many more years must you work to ensure the income will last?
Answer: None

g3. How much, if anything, will be available to heirs at your assumed death?
Answer: $174,429

Questions? Try the Investing for Retirement Board.


« Case Study Lesson 9: Tax Attack »

 

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