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This document was exported from Numbers. Each table was converted to an Excel worksheet. All other objects on each Numbers sheet were placed on separate worksheets. Please be aware that formula calculations may differ in Excel.
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Numbers Sheet NameNumbers Table NameExcel Worksheet Name
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Input Sheet
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Year, Ages, and RMD AgesInput Sheet - Year, Ages, and R
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Social Security ChoicesInput Sheet - Social Security C
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Inflation and ReturnsInput Sheet - Inflation and Ret
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Pension ChoicesInput Sheet - Pension Choices
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Overview Dashboard
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Current Funded RatioOverview Dashboard - Current Fu
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Cumulative Taxes With ScenariosOverview Dashboard - Cumulative
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“All Drawings from the Sheet”Overview Dashboard - Drawings
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Taxes
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Social Security COLATaxes - Social Security COLA
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2024 Federal MFJ BracketsTaxes - 2024 Federal MFJ Bracke
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2026 Federal MFJ Brackets (estimated)Taxes - 2026 Federal MFJ Bracke
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2024 New Jersey MFJ BracketsTaxes - 2024 New Jersey MFJ Bra
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2025 Federal MFJ BracketsTaxes - 2025 Federal MFJ Bracke
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NJ Retirement ExclusionTaxes - NJ Retirement Exclusion
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2025 LT Capital Gains TaxesTaxes - 2025 LT Capital Gains T
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2025 GetCoveredNJ Estimator
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Table 12025 GetCoveredNJ Estimator
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2024 GetCoveredNJ Estimator
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Table 12024 GetCoveredNJ Estimator - T
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Table 22024 GetCoveredNJ Estimator - 1
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To Chart the Three Scenarios2024 GetCoveredNJ Estimator - 2
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“All Drawings from the Sheet”2024 GetCoveredNJ Estimator - D
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RMD
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RMD Uniform TableRMD - RMD Uniform Table
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RMD Single LifeRMD - RMD Single Life
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Main Sheet Revised
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Table 1Main Sheet Revised
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Main Sheet Early Social Security
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Table 1Main Sheet Early Social Securit
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No RMDs Rev
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Table 1No RMDs Rev
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Hold for IRMAA Rev
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Table 1Hold for IRMAA Rev
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Hold for NJ
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Table 1Hold for NJ
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QuickenValues
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Table 1QuickenValues
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