Retirement Planning Spreadsheet - EXAMPLE
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Annual ExpensesExpensesAnnual needComments
2
Living>>>>>>43,000
3
Charity>>>>>>2,500
4
Taxes>>>>>>2,000
5
Total>>>>>>>>>47,500
6
Anticipated large exp>>>>>>>>>car, big vacation, gifts, etc
7
8
9
Funding Sources
Available/year
10
Defined benefitsSS@ FRA - Spouse 1>>>>>>17,000
11
SS@ FRA - Spouse 2>>>>>>17,000
12
DB plan - Spouse 1>>>>>>0inflation indexed?
13
DB plan - Spouse 2>>>>>>0inflation indexed?
14
15
Lump sum accountsNow@ FRA
16
IRA Spouse 160,0002,400Traditional or Roth?
17
IRA Spouse 260,0002,400Traditional or Roth?
18
401k/403b Spouse 160,0002,400
19
401k/403b Spouse 260,0002,400
20
Annuity
21
Taxable investments100,0004,000
22
Savings accounts10,000400
23
Home equity0Depends on sale?
24
Inheritance, other0How much, when?
25
Rental property0Equity? Cash flow?
26
Total Sources>>>>>>>>>48,000
27
28
Net>>>>>>>>>500
29
30
For the notes that go with this spredsheet click on
Spreadsheet Notes.
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
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
100
Loading...