Case Assumptions

The Challenge

If Mr. Bennet saves consistently, can the fund generate per dependent per year — matching the current per-person living standard?

Target derived from: ÷ 7 household members = per person per year

Income per dependent is estimated as: final balance × income rate ÷ 6 dependents (perpetuity model — only interest is withdrawn, principal is preserved). The tool uses the same rate for investment growth and income generation, a standard simplifying assumption.

Display currency:

Dependents:

Results

Accumulated fund:

Annual income per dependent: