CASE 9 A LP Retirement Income Funding Model
Before-tax After-tax Capital Amount Percent Before-tax After-tax
Asset yield yield Appreciation invested invested income income
Common Stocks 3.50% 2.45% 6.50% $125,000 50.00% $4,375 $3,063
Constraints 1=Yes, 0=No
At least 25% in stocks? 1
No more than 50% in stocks? 1
Total return (weighted average) 8.10%