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2. Create A Plan

The advantages of starting early

Michelle

Joe

Starting age

24

35

Ending age

34

65

Monthly contribution

$100

$100

Total contribution

$12,000

$36,000

Years contributed

10

30

Approx. value at age 65

$188,922

$146,815

This hypothetical illustration does not represent an investment in any particular option. It assumes that both individuals earn an 8% annual return. Actual rates of return cannot be predicted and will fluctuate. Your returns may be more or less. Of course, the retirement values will be taxed when Michelle and Joe begin taking distributions.

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