Number of years left to retire  |
|
| Expected duration of retirement | |
Living expenses during retirement (in today's $s) | |
| Housing expenses
|
Monthly Annual |
| Healthcare expenses | $2,000 per month |
| Life expenses(food, clothes, util...) | $12,000 per month |
| Travel & entertainment expenses | $0 per month |
| Any other monthly expense | $0 |
Expected liabilities during retirement | |
| Other expected loans at the time of retirement | |
| Legacy you want to leave |
|
Retirement savings | |
| Current value of retirement accounts | 500000 |
| Average monthly contribution by employer | |
| Your monthly contribution | |
Income from Social Security and pensions | |
| Estimated monthly pension benefit in today's $s | |
| Estimated monthly Soc. Sec. benefit in today's $s | |
Economic and market factors | |
| Expected avg. inflation rate |
|
| Expected avg. annual return on retirement balance |
|
d = default values
