Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

http://www.businessweek.com/stories/1995-07-02/table-midcareer

Businessweek Archives

Table: Midcareer


Cover Story

TABLE: Midcareer

Age Retirement Age Current Income

45 66 $100,000

Employee makes a 6% contribution and has $40,000 in the 401(k), with money

split 50-50 between stocks and bonds. It's a moderate-risk strategy with an

expected 9.7% total return.

SUGGESTED ALLOCATION

INTERNATIONAL STOCKS Risk level

20% High

SMALL-COMPANY STOCKS Expected return

20% 12%

LARGE-COMPANY STOCKS Value at retirement

23% $1.2 million

BONDS

37%

If employee boosts his contribution to 8% of income, the final value grows to

$1.5 million.


LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus