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Retirement Planning
Chapter 2: Retirement Planning: The Accumulation Phase/INVESTMENT BENCHMARK
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Chapter Study Session

Chapter 2: Retirement Planning: The Accumulation Phase

INVESTMENT BENCHMARK

01.Core Concepts

Benchmark for Investment assets as a percentage of gross pay for various ages to meet retirement goals. Investment Assets to Gross Pay Age 0.20 : 1 25 0.6 – 0.8 : 1 30 1.6 – 1.8 : 1 35 3 – 4 : 1 45 8 – 10 : 1 55 16 – 20 : 1 65