JH Advanced Markets
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First Name:
Last Name:
Client Sex:
Male
Female
Risk Class:
Preferred NonSmoker
Super Preferred NonSmoker
Standard Plus NonSmoker
Standard NonSmoker
Preferred Smoker
Standard Smoker
Age:
Tax Bracket %:
State:
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
 
 
 
Bank Affiliated
Retirement Age:
Desired After-Tax Retirement Income:
Inflation Rate %:
Years for Retirement Income:
Current Qualified Plan Information
Current Qualified Plan Balance:
Ongoing Contributions to Qualified Plan:
Assumed Growth Rate % :
Other Expected Retirement Income
Other Expected Retirement Income:
Inflate other expected income?
Yes
No
Non-Qualified Retirement Savings
Current Balance:
Annual Contributions:
Assumed After-Tax Growth Rate %:
Life Expectancy (Calculated) VBT 2015:
Years
Balance @ Retirement
Income for
A/T Income for
Qualified Plan:
Non-Qualified Plan:
Other Retirement Income:
Total Projected Income:
Desired Income at Retirement:
Total Projected Income:
Shortfall: