You are on page 1of 1

EDUCATION COST WORKSHEET

Prepared on April 24, 2012


Investment Schedule - Vijay Rothschild
Number of years in college: 4
Estimated annual college costs: $11,000.00
Expected annual college costs inflation percentage: 5
Current savings: $1,500.00
Expected annual earnings rate on savings: 8
Payment
Date

Required
Investment

Earnings

Savings
Balance

-------------------------------------------------------------4/25/2012
3510.04
0.00
5010.04
4/25/2013
4/25/2014
4/25/2015

3510.04
3510.04
3510.04

400.80
713.67
1051.57

8920.88
13144.59
17706.20

4/25/2016
4/25/2017

3510.04
3510.04

1416.50
1810.62

22632.74
27953.40

4/25/2018
4/25/2019

3510.04
3510.04

2236.27
2695.98

33699.71
39905.73

4/25/2020
4/25/2021
4/25/2022

3510.04
3510.04
3510.04

3192.46
3728.66
4307.75

46608.23
53846.93
61664.72

4/25/2023
4/25/2024

3510.04
3510.04

4933.18
5608.64

70107.94
79226.62

4/25/2025
3510.04
6338.13
89074.79
-------------------------------------------------------------Grand Total
49140.56
38434.23
89074.79

This is a RocketLawyer.com Legal Document