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Retirement Plan Analysis

	Personal Information   Your Current Age:        Spouse's Current Age:        Your Current Income:   $   Spouse's Current Income:   $   Other Income:   $   Retirement Age:        Provide Income To Age:        Inflation Rate:     %   Marginal Tax Bracket:     % Desired Retirement Income   Retirement Period Income:     % Savings & Investments   Cash, Savings, CDs:   $   IRAs, 401(k)s, ESOPs:   $   Stocks, Bonds and Other Securities:   $   Assumed Rate of Return before Tax:     %   Pension Benefit:   $   Include Social Security:   Yes No