401(k) Reallocation Planner
Your Name
August 14, 2008 Target Total Investments:
Investments
$44,000
Current Allocation $ Current % Target Allocation % Target Allocation Change Needed
Stock Fund Fixed Income Fund Government Fund
$12,000 $2,000 $30,000
27.27% 4.55% 68.18%
70.00% 20.00% 10.00%
$30,800 $8,800 $4,400
$18,800 $6,800 ($25,600)
Totals
$44,000
100.00%
100.00%
$44,000
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