Enter combined amounts for all investments in each category. If married, include your spouse’s investments. Don’t include investments that aren’t earmarked for retirement income, such as holdings to pass on to heirs.
Current dollar value: Enter an amount between $0 and $100,000,000 as the current dollar value of your investments.
Estimated future annual contributions: Enter an amount between $0 and $10,000,000 as the annual amount you expect to invest.
Years to contribute: Enter the number of years you plan to invest. The number of years to contribute cannot exceed the number of years until retirement. For married couples, retirement begins when the first spouse retires.
Hypothetical growth rate before retirement: Select annual preretirement investment growth rate estimates from the drop-down menus. For a portfolio heavily weighted in stocks, you might expect a growth rate of 8%. For a more conservative portfolio that contains more bonds or cash, a growth rate of 6% or less could be appropriate. 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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