Example of Retirement Budget
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 |
|
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Other |
|
|
Total |
|
|
|
Retirement Income |
|
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Social Security |
|
|
Pensions |
|
|
Other |
|
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Total |
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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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