Enter combined amounts for all assets in each category. If married, include your spouse’s assets. Don’t include assets that aren’t earmarked for retirement income, such as your home.
Current dollar value: Enter an amount between $0 and $100,000,000 for the current dollar value of your fixed assets.
Hypothetical growth rate before retirement: Select annual preretirement fixed-asset growth rate estimates from the drop-down menus. In general, the closer you are to retirement, the more conservatively you might invest. Investments with higher potential growth rates also generally involve a higher degree of risk. Hypothetical growth rates are not intended to reflect actual results; your results may vary.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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