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Retirement Needs
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Combined
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Explain
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Enter age at the end of current year:
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Enter the age you plan to retire:
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Enter life expectancy:
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Desired annual retirement income:
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Every
years of retirement, reduce our income need by (%):
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Desired estate ($):
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Estimated average annual inflation rate (%):
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Retirement Funding
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Combined
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Current total retirement savings ($):
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Current monthly savings contributions ($):
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Age to stop contributions:
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Expected average annual return on investment (%):
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Estimated tax rate during retirement (%):
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One-Time Benefits
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Combined
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($):
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Age to Apply One-Time Benefit #1 (#):
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($):
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Age to Apply One-Time Benefit #2 (#):
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($):
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Age to Apply One-Time Benefit #3 (#):
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($):
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Age to Apply One-Time Benefit #4 (#):
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Post-Retirement Income (Pension, SS, Wages, etc. Enter amount net of taxes)
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Combined
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($):
Annual COL Adjustment %
Starting
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Start & Stop Ages for Retirement Income #1 ($):
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to
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($):
Annual COL Adjustment %
Starting
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Start & Stop Ages for Retirement Income #2 ($):
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to
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($):
Annual COL Adjustment %
Starting
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Start & Stop Ages for Retirement Income #3 ($):
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to
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Results
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Savings Needed at Retirement Age:
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Savings at Retirement Based on Present Entries:
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Savings Surplus (negative number indicates a ShortFall):
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Additional Monthly Contribution Needed to Fully Fund Plan:
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Present Monthly Contributions:
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Total Monthly Contribution Needed to Fully Fund Plan:
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