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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