Retirement Income Plan.xlsx
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Optimize Your Retirement - Retirement Income Plan
Go To File - Make a Copy to create an editable copy you can use.
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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 ExpensesMortgageTaxes Difference or Gap
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552017 $ - $ 10,000 $ 20,000 $ 15,000 $ 25,000 $ 15,000 $ 5,000 $ -
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562018 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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572019 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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582020 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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592021 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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602022 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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612023 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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622024 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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632025 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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642026 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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652027 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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662028 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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672029 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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682030 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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692031 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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702032 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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712033 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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722034 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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732035 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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742036 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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752037 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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762038 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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772039 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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782040 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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792041 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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802042 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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812043 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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822044 - 10,000 20,000 15,000 25,000 15,000 5,000 $ -
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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
 
 
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