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Example of Retirement Budget


Retirement Budget

  Results

Current Age 40   Yearly Retirement Income Needed  
Retirement Age 65 Estimated Total Retired Income  
Years til Retirement 25 Difference  


Expenses    
Housing Current At Retirement
Mortgage/Rent    
Real Estate Taxes    
Home Maintenance/Repair    
Insurance    
Other    
Total    
Living Expenses    
Groceries    
Dining/Entertainment    
Utilities    
Telephone    
Other    
Total    
Personal    
Clothing    
Hair/Cosmetics    
Vacation    
Car/Vehicle     
Insurance    
Other    
Total    
Medical Costs    
Insurance    
Prescriptions    
Other    
Total    
Retirement Income    
Social Security    
Pensions    
Other    
Total    



Notes on Retirement Budget Example

To Calculate your Retirement Budget, fill in your currentand At Retirement financial expenses. The total for each section will be automatically calculated. The Results box will be totaled as the information is filled in.

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Download Example Retirement Budget Excel Template