MAXIMUM RETIREMENT INCOME EMERGENCY CASH: DISCRETIONARY CASH: YEAR AGE MARCH 1 GROSS INCOME TAXES NET SPENDABLE INCOME SOCIAL SECURITY PENSION TOTAL INCOME FROM ASSETS CUMULATIVE INCOME FROM ASSETS BUCKET A BUCKET B BUCKET C BUCKET D BUCKET G PROJECTED ACCOUNT BALANCE W/ CASH 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 MARCH 1 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 TAXES 15% SOCIAL SECURITY 0.5% 0.5% 1% 3% 5% 5% 6% KEY CHANGE IN PLANS INCOME PULLED FROM BUCKET FUNDS ADDED FROM RED FUNDS SENT TO BLUE

Description of Design Search

The mark consists of a chart with the heading "Maximum Retirement Income". To the left of the heading are four boxes. In the top-left box is the phrase "Emergency Cash :" and in the bottom-left box is the phrase "Discretionary Cash :" Below the heading "Maximum Retirement Income" are 17 columns, and the columns, in order from left to right, are labeled "Year", "Age", "March 1", "Gross Income", "Taxes", "Net Spendable Income", "Net Monthly Income", "Social Security", "Pension", "Total Income From Assets", "Cumulative Income from Assets", "Bucket A", "Bucket B", "Bucket C", "Bucket D", "Bucket G", and "Projected Account Balance W/ Cash". Below the column labeled "Year" are the numbers "0" through "34" listed vertically in chronological order. Below the column labeled "Age" are the numbers "69" through "99" listed vertically in chronological order. Under the column labeled "March 1" are years "2011" through "2045" listed vertically in chronological order. Under the column labeled "Taxes" is the figure "15%"; under the column labeled "Social Security" are the figures "0.5%" and "0.5%"; under the column labeled "Bucket A" is the figure "1%"; under the column labeled "Bucket B" is "3%"; under the column labeled "Bucket C" is "5%"; under the column labeled "Bucket D" is "5%"; under the column labeled "Bucket G" is the figure "6%". To the right of the columns are five boxes labeled "Key", "Change in plans", "Income pulled from bucket", "Funds added from Red", "Funds sent to Blue". There are four arrows all pointing to the column labeled "Bucket A".