The Principal Financial Group

Retirement Gap Calculator

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Complete the following information to run a Retirement GAP Report for your clients & prospects. The report can be viewed/printed or e-mailed directly to your client.

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  1. Current Qualified Plan balance is a suggested value based on individual's current age and salary. Please see figure 16 on Page 21: EBRI Data
  2. Maximum 401(k) contribution is set at the maximum for 2012: $17,000 per year. (include employer match)
  3. Maximum Social Security benefits based on maximum benefit ($2,346/month for a 66 year old in 2010) to show "best case scenario"
  4. Higher investment returns typically involve greater investment risk.

This calculator is provided only as a general self-help tool. Results are a hypothetical illustration based on a fixed rate of return and depend on many factors including assumptions you provide and are not intended to be a financial plan or to predict or project any investment results and does not describe the rates of return on any particular products or services we offer. We do not guarantee their accuracy, or their applicability to your circumstances. Client and producer understand that any life insurance amounts applied for are subject to underwriting approval.

As with any financial transaction, you should carefully review the entire agreement before making a decision. This calculator is not legal, accounting, or tax advice by any member company of the Principal Financial Group. If you have any questions on the legal or tax implication of a particular transaction, you should contact your attorney, accountant or tax advisor.

Principal National Life Insurance Company and Principal Life Insurance Company.

Principal National (except in New York) and Principal Life are issuing insurance companies of the Principal Financial Group®, Des Moines, IA 50392.

BB10629 | 02/2012 | t11121401q9

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