MBA Investment Calculator

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Shared by: sarah brown
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1/17/2009
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Opportunity Cost Pre MBA Total Salary Annual Raise (%) Tot. Tax Rate Pre MBA Yrly.Living Exp. Pre-MBA Aft./Tax Sum. Earnings Discount Rate Assump. $50,000 8.00% 35.00% $0 $20,000 10.00% Business School Expenses Loan Amount Loan Rate Loan Durat. (10 or 20) Enter Current Age (yrs) Inflation Projection Cash Exp. (Non loan) Yr.1 Cash Exp. (Non loan) Yr.2 $50,000 8.00% 20 years Business School Salary Info. Post MBA Base Salary $150,000 Annual Raise (%) 8.00% Signing Bonus $20,000 28 yrs. old Year End Bonus $30,000 3.00% Est. Growth Rate (%) 3.00% $5,000 TV "Constant" or "Growing" Constant $5,000 Standard Deduction $4,300 Age 29 2001 $58,320 $38,157 $150,000 $30,000 $20,000 $200,000 $112,527 $74,370 -$5,093 Age 30 2002 $62,986 $40,882 $162,000 $30,900 $192,900 $109,050 $68,168 -$5,093 Age 31 2003 $68,024 $43,792 $174,960 $31,827 $206,787 $115,989 $72,197 -$5,093 Age 32 2004 $73,466 $46,807 $188,957 $32,782 $221,739 $123,458 $76,651 -$5,093 Tax Filing Brackets: 1st Tax Bracket $ 1st Tax Bracket % 2nd Tax Bracket $ 2nd Tax Bracket % 3rd Tax Bracket $ 3rd Tax Bracket % 4th Tax Bracket $ Single $25,750 15.00% $62,450 28.00% $130,250 31.00% 36.00% Age 35 2007 $92,547 $57,364 $238,031 $35,822 $273,853 $149,475 $92,111 -$5,093 Age 36 2008 $99,950 $61,456 $257,074 $36,896 $293,970 $159,513 $98,057 -$5,093 Age 37 2009 $107,946 $65,873 $277,640 $38,003 $315,643 $170,325 $104,452 -$5,093 Line Item Pre MBA Salary Pre MBA After Tax Salary Post MBA Salary Post MBA Year End Bonus Signing Bonus Post MBA Total Salary & Bonus Post MBA After Tax Salary Net Increase In Salary Net Out of Pocket Cash Cost Loan Payments After Tax Opport. Cost Net Summer Earnings Net Cash Flow of Investment Cum. Sum (Breakeven not discounted) Note: Model does not include the benefit of writing off your education. Age 27 1999 -$50,000 Age 28 2000 -$54,000 Age 33 2005 $79,344 $50,061 $204,073 $33,765 $237,839 $131,498 $81,437 -$5,093 Age 34 2006 $85,691 $53,573 $220,399 $34,778 $255,177 $140,154 $86,581 -$5,093 -$5,000 -$32,500 -$37,500 -$37,500 IRR NPV -$5,000 -$35,100 $20,000 -$20,100 -$57,600 79.1% $908,486 $69,277 $11,677 $63,076 $74,753 $67,104 $141,857 $71,558 $213,416 $76,344 $289,760 $81,488 $371,248 $87,018 $458,266 $92,964 $551,230 $99,359 $650,590 Opportunity Cost Pre MBA Total Salary Annual Raise (%) Tot. Tax Rate Pre MBA Yrly.Living Exp. Pre-MBA Aft./Tax Sum. Earnings Discount Rate Assump. $50,000 8.00% 35.00% $0 $20,000 10.00% Age 38 2010 $116,582 $70,640 $299,851 $39,143 $338,994 $181,971 $111,331 -$5,093 Age 39 2011 $125,909 $75,787 $323,839 $40,317 $364,156 $194,518 $118,731 -$5,093 Age 40 2012 $135,981 $81,343 $349,746 $41,527 $391,273 $208,036 $126,694 -$5,093 Age 41 2013 $146,860 $86,816 $377,726 $42,773 $420,498 $222,603 $135,787 -$5,093 Age 42 2014 $158,608 $92,713 $407,944 $44,056 $452,000 $238,301 $145,588 -$5,093 Age 43 2015 $171,297 $99,077 $440,579 $45,378 $485,957 $255,220 $156,142 -$5,093 Age 44 2016 $185,001 $105,948 $475,825 $46,739 $522,564 $273,456 $167,508 -$5,093 Age 45 2017 $199,801 $113,364 $513,891 $48,141 $562,033 $293,113 $179,749 -$5,093 Age 46 2018 $215,785 $121,370 $555,003 $49,585 $604,588 $314,305 $192,934 -$5,093 Loans Paid Off if Loans Exist (20 Years) Age 47 2019 $233,048 $130,013 $599,403 $51,073 $650,476 $337,152 $207,139 -$5,093 Age 48 2020 $251,692 $139,344 $647,355 $52,605 $699,960 $361,787 $222,443 -$5,093 $217,350 $106,238 $756,828 $113,638 $870,466 $121,601 $130,694 $140,496 $151,050 $162,415 $992,067 $1,122,761 $1,263,257 $1,414,307 $1,576,722 $174,656 $1,751,379 $187,842 $1,939,220 $202,046 $2,141,267 $2,390,852 $4,532,119 7.57% $2,173,502 Line Item Pre MBA Salary Pre MBA After Tax Salary Post MBA Salary Post MBA Year End Bonus Signing Bonus Post MBA Total Salary & Bonus Post MBA After Tax Salary Net Increase In Salary Net Out of Pocket Cash Cost Loan Payments After Tax Opport. Cost Net Summer Earnings Net Cash Flow of Investment Cum. Sum (Breakeven not discounted) Note: Model does not include the benefit of writing off your education. Final Year Growth Rate: Terminal Value: $50,000 8.00% Tot. Tax Rate Pre MBA 35.00% Yrly.Living Exp. Pre-MBA $0 Aft./Tax Sum. Earnings Loans Paid Off if Loans Exist $20,000 Discount Rate Assump. 10.00% Opportunity Cost Pre MBA Total Salary Annual Raise (%) Line Item Pre MBA Salary Pre MBA After Tax Salary Post MBA Salary Post MBA Year End Bonus Signing Bonus Post MBA Total Salary & Bonus Post MBA After Tax Salary Net Increase In Salary Net Out of Pocket Cash Cost Loan Payments After Tax Opport. Cost Net Summer Earnings Net Cash Flow of Investment Cum. Sum (Breakeven not discounted) Note: Model does not include the benefit of writing off your education.

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