Retirement Budget
Use this template to estimate your retirement needs for income and the potential sources of that income. The field from the Retirement Income Plan template called "Annual Income to be Made Up" can be used in this template. Enter this figure in "Annual Retirement Income Required" on the Budget sheet. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.
Retirement Budget
<-- Enter name and date in cell to the left
AGE Age Today Age at Retirement Years to Retirement HOUSING COSTS Mortgage or Rent Real Estate Taxes Maintenance and Repair Home Insurance Total PERSONAL EXPENSES Grooming Clothing Vacations Other Auto Expense Auto Insurance Total LIVING EXPENSE Groceries Entertainment Utilities (Water, Heat, Light) Telephone Total MEDICAL EXPENSES Prescription Drugs Hospitalization Insurance Total RETIREMENT INCOME SOURCES Social Security Income Company Pensions Other Retirement Plans Total SUMMARY Annual Retirement Income Required Estimated Soc. Sec., Pension, and Other Income Annual Income To Be Made Up At Retirement Current