Excel Spreadsheet

401K Reallocation Planner[2]

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401(k) Reallocation Planner Your Name January 30, 2008 Target Total Investments: $44,000 Current Target Target Change Investments Allocation $ Current % Allocation % Allocation Needed Stock Fund $12,000 27.27% 70.00% $30,800 $18,800 Fixed Income Fund $2,000 4.55% 20.00% $8,800 $6,800 Government Fund $30,000 68.18% 10.00% $4,400 ($25,600) Totals $44,000 100.00% 100.00% $44,000 © Copyright, 2007, Jaxworks, All Rights Reserved.
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