Life Insurance in Estate Planning For Caterpillar Employees

Spending/yr

Savings

Retirement Age

Retirement Yrs

Mortality Table:

Sex: Male Female

Spending Flex%

Flex Threshold%

Stock %

Bond %

Cash %

Avg Tax Rate %

Investment Fees %

Show inflation: Nominal Inflation Adj.

Extra income

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Extra expense

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Death Success (Bal < start)

Success (Bal > 2x) Success (Bal > 5x)

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