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Table: Closing In On Retirement


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TABLE: Closing In On Retirement

Age Retirement Age Current Income

55 65 $125,000

Employee makes the maximum contribution of $9,240 and has $200,000 in plan,

with a low-risk allocation: 75% in bonds and 25% in large-company stocks. The

expected return is 8.8%.

SUGGESTED ALLOCATION

INTERNATIONAL STOCKS Risk level

20% Moderate

SMALL-COMPANY STOCKS Expected return

20% 11.1%

LARGE-COMPANY STOCKS Value at retirement

11% $800,000

BONDS

49%


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