Quick Retirement Budget Worksheet Template printable pdf download

Quick Retirement Budget Worksheet Template

Quick Retirement Budget Worksheet

1. Your current income from employment

$______________

Add expenses that are expected to rise when you retire:

2. Medical

$______________

3. Travel and leisure

$______________

4. Other: __________________________

$______________

5. Subtotal rising expenses (Lines 2 + 3 + 4)

$______________

Deduct expenses that are expected to decline when you retire:

6. Income taxes

($_____________)

7. Retirement plan contributions

($_____________)

8. Savings into non-retirement accounts

($_____________)

9. Job expenses

($_____________)

10. Mortgage

($_____________)

11. Tuition and other child expenses

($_____________)

12. Other: __________________________

($_____________)

13. Subtotal declining expenses

(Add lines 6 – 12)

($_____________)

14. Estimated retirement budget

(Add line 1 + Lines 5 – 13)

$______________

Estimated retirement expenses as a percentage of your current income

(Line 14 divided by Line 1)

Line 14 / Line 1 = ___%

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Quick Retirement Budget Worksheet Template