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Retirement Planning
Chapter 2: Retirement Planning: The Accumulation Phase/TOP-DOWN APPROACH EXAMPLE
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Chapter Study Session

Chapter 2: Retirement Planning: The Accumulation Phase

TOP-DOWN APPROACH EXAMPLE

01.Core Concepts

Marleen earns $100,000 a year, pays 7.65 percent of her gross pay in Social Security payroll taxes, and saves $12,350 of her gross income. Description Percentage Salary Salary in % terms 100.00 $100,000 Minus: Current savings in % terms (12.35%) (12,350) Minus: Payroll taxes in % terms (7.65%) (7,650) Wage replacement ratio in % terms 80.00% $80,000