Retirement Budget

Age

Age today 33
Age at retirement 65

Retirement Income Sources

Weekly Bi-Weekly

Social security income $ - $ -

Company pensions $ - $ -
Rental income $ - $ -
Shares/Investments income $ - $ -
Annuity Income $ - $ -
Other retirement plans $ - $ -

Total

Housing Costs
Weekly Bi-Weekly

Mortgage or rent $ 5.00 $ -

Real estate taxes $ - $ -
Maintenance and repair $ - $ -
Home insurance $ - $ -

Total $ 5.00

Personal Expenses
Weekly Bi-Weekly

Grooming $ 10.00 $ -
Clothing $ - $ -
Holidays $ - $ -
Other $ - $ -
Auto expense $ - $ -
Auto insurance $ - $ -

Total 10

Daily Living Expense

Weekly Bi-Weekly
Groceries $ - $ -
Entertainment $ - $ -
Utilities $ - $ -
Telephone $ - $ -

Total

Medical Expenses
Weekly Bi-Weekly

Prescription drugs $ - $ 20.00

Medical Insurance $ - $ -

Total 20

Summary

Annual retirement income required

Estimated Social Security, pension and other income
Annual Variance

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Years to retirement

Monthly Quarterly

$ 5,000.00 $ -
### $ -
### $ -
### $ -
### $ -
### $ -

$ 5,000.00

Monthly Quarterly

$ - $ -
### $ -
### $ -
### $ -

Monthly Quarterly

$ - $ -
### $ -
### $ -
### $ -
$ 500.00 $ -
### $ -

500

Monthly Quarterly
 $ 300.00 $ -
### $ -
### $ -
### $ -

300

Monthly Quarterly

$ - $ -
### $ -

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32

Annually

$ 60,000.00
$ -
$ -
$ -
$ -
$ -

$ 60,000.00

Annually

$ 260.00
$ -
$ -
$ -

$ 260.00

Annually

$ 520.00
$ -
$ -
$ -
$ 6,000.00
$ -

$ 6,520.00

Annually
 $ 3,600.00
$ -
$ -
$ -

$ 3,600.00

Annually

$ 520.00
$ -

$ 520.00

$ 10,900.00
$ 60,000.00
$ 49,100.00

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Retirement Budget

Age

Age today 33
Age at retirement 65
Years after retired 20

Inflation Rate

Annual Inflation Rate 2.00%

Age Year Inflation Rate %

66 1 2.00%
67 2 2.00%
68 3 2.00%
69 4 2.00%
70 5 2.00%
71 6 2.00%
72 7 2.00%
73 8 2.00%
74 9 2.00%
75 10 2.00%
76 11 2.00%
77 12 2.00%
78 13 2.00%
79 14 2.00%
80 15 2.00%
81 16 2.00%
82 17 2.00%
83 18 2.00%
84 19 2.00%
85 20 2.00%

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Years to retirement
Annual income required at 65
Amount required $
Annual Budgeted
$ 96,269.19
$ 98,194.58
$ 100,158.47
$ 102,161.64
$ 104,204.87
$ 106,288.97
$ 108,414.75
$ 110,583.04
$ 112,794.70
$ 115,050.60
$ 117,351.61
$ 119,698.64
$ 122,092.61
$ 124,534.47
$ 127,025.16
$ 129,565.66
$ 132,156.97
$ 134,800.11
$ 137,496.11
$ 140,246.04
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32
$94,381.56
2,339,088.19
Cumulative
$ 96,269.19
$ 194,463.77
$ 294,622.24
$ 396,783.88
$ 500,988.75
$ 607,277.72
$ 715,692.46
$ 826,275.51
$ 939,070.21
$ 1,054,120.81
$ 1,171,472.42
$ 1,291,171.06
$ 1,413,263.67
$ 1,537,798.14
$ 1,664,823.29
$ 1,794,388.95
$ 1,926,545.92
$ 2,061,346.04
$ 2,198,842.15
$ 2,339,088.19