| DTRFA's | Tax Deferred Savings Worksheet |
| Enter name & amounts in the 7 boxes below, a through e |
| Name | *optional | |||||||
| a. | Current Tax Shelter Account Balance | $ | ||||||
| b. | Current Annual Salary | $ | ||||||
| c. | % Salary Increase Per Year |
|
% | |||||
| d. | % Salary Saved / Sheltered Per Year |
|
% | |||||
| e. | Annual Investment Rate of Return |
|
% |
|
% |
|
% | |