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Retirement Income Worksheet
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PLEASE DOWNLOAD A COPY AND USE THIS SPREADSHEET
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Enter values in the yellow cells. Formulas auto-calculate.
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1) Retirement Assets
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401K & IRAs$0
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Brokerage accounts$0
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Other savings/investments$0
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Total retirement assets$0
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2) Portfolio Withdrawal Estimates
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Assumed withdrawal rate (editable)4.00%
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Annual withdrawal at 3%$0
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Annual withdrawal at 4%$0
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Annual withdrawal at your chosen rate$0
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Monthly withdrawal at 3%$0
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Monthly withdrawal at 4%$0
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Monthly withdrawal at your chosen rate$0
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3) Other Monthly Income
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Social Security (monthly)$0
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Pension / annuity (monthly)$0
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Other monthly income (optional)$0
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Total monthly other income$0
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4) Estimated Monthly Retirement Income
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Total monthly income at 3% withdrawal$0
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Total monthly income at 4% withdrawal$0
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Total monthly income at your chosen rate$0
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5) Expenses + Surplus / Shortfall
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Estimated monthly expenses (today)$0
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Expected monthly increase (healthcare, etc.)$0
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Adjusted monthly expenses$0
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Monthly surplus / shortfall at 3%$0
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Monthly surplus / shortfall at 4%$0
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Monthly surplus / shortfall at your chosen rate
$0
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Notes (optional)
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SheStacksUp - Planning worksheet for education only. Consider a qualified professional for personalized advice.
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