This document outlines an individual's current investments including brokerage accounts and Roth and SEP IRAs totaling over $415,000. It projects the growth of these investments over time at an 8% annual return rate along with additional $13,000 yearly investments. Expenses of $90,000 annually or $7,500 monthly are listed. The target for early retirement is $2.25 million which the projections estimate could be reached at age 54 based on a 4% yearly withdrawal rate.
This document outlines an individual's current investments including brokerage accounts and Roth and SEP IRAs totaling over $415,000. It projects the growth of these investments over time at an 8% annual return rate along with additional $13,000 yearly investments. Expenses of $90,000 annually or $7,500 monthly are listed. The target for early retirement is $2.25 million which the projections estimate could be reached at age 54 based on a 4% yearly withdrawal rate.
This document outlines an individual's current investments including brokerage accounts and Roth and SEP IRAs totaling over $415,000. It projects the growth of these investments over time at an 8% annual return rate along with additional $13,000 yearly investments. Expenses of $90,000 annually or $7,500 monthly are listed. The target for early retirement is $2.25 million which the projections estimate could be reached at age 54 based on a 4% yearly withdrawal rate.