Retirement Income Deferral Options Worksheet

This report is only a projection and is based on your current salary. It assumes no increase in pay and a selectable (1-15%) average annual return over the time period. The maximum contribution must stop at $16,500 ($21,500 if over 50 yrs old) because of the current law. Your actual results will vary based on your deferral amount (%), loans or withdrawals, and your specific choice of funds within the 401-k and how they perform.