Businessweek Archives

Table: Closing In On Retirement


Cover Story

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%


We Almost Lost the Nasdaq
LIMITED-TIME OFFER SUBSCRIBE NOW

(enter your email)
(enter up to 5 email addresses, separated by commas)

Max 250 characters

 
blog comments powered by Disqus