Retirement Income Plan.xlsx
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Optimize Your Retirement - Retirement Income Plan
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Input data in yellow cells to start, then adjust any numbers as needed.
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Retirement IncomeRetirement Expenses
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AgeYearSocial SecurityPension & AnnuityPortfolio IncomeEmployment IncomeLiving ExpensesMortgageTaxesDifference or Gap
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622017 $ 20,000 $ 10,000 $ 10,000 $ 12,000 $ 25,000 $ 15,000 $ 5,000 $7,000
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632018 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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642019 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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652020 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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662021 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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672022 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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682023 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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692024 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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702025 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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712026 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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722027 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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732028 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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742029 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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752030 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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762031 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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772032 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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782033 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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792034 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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802035 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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812036 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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822037 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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832038 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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842039 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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852040 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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862041 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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872042 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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882043 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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892044 20,000 10,000 10,000 12,000 25,000 15,000 5,000 7,000
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Resources
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Realty SharesInvest in real estate for as little as $5,000 per investment.
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Personal CapitalThe first step in securing your financial future is to sign up with Personal Capital. It's a completely free tool that I recommend to everyone.
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LendingTreeI believe that retirees SHOULD carry a mortgage in retirement to optimize their finances. Make banks compete for your business so that you can get the best rate.
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For more information, you can email me at matt@optimizeyourretirement.com
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Retirement Income Plan