Not exact matches
Plugging in some
hypothetical numbers into the tool (50 yr old; $ 600K inside an individual IRA; Modest expected annual rate of
return = 4 %)
provides RMD for his / her age 70.5.
Namely, stocks, having no expiration (unlike most bonds) and being the most junior stakeholders in a company's capital structure (therefore paid after bondholders in a
hypothetical bankruptcy scenario), typically
provide the highest
return over the long - run.
The second line of the tables
provides information about
hypothetical account values and
hypothetical expenses based on each Fund's actual expense ratio and an assumed rate of
return of 5 % per year before expenses, which are not the Funds» actual
returns for the period presented.
If the rate of
return were altered, results would vary from the
hypothetical examples
provided.
The assumed rate of
return in the
hypothetical example has been
provided solely for illustrative purposes and is not guaranteed.
In our
hypothetical example: will Little Energy generate sufficient revenue to pay back your lenders and
provide a
return to investors?