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Retirement Planning Worksheet
My current annual salary is __________________________.
I expect to need ___________ percent of this salary in retirement.
My retirement income sources include:
Estimated Monthly Retirement Income
Social Security _______________
Employer-Sponsored Pension plans _______________
IRA accounts _______________
Other _______________
Total estimated annual retirement income: _______________
The sum of Social Security, pension plans,
IRA accounts, and any other income.
Dollar amount of the income I want in retirement: _______________
Gap between income needed and income expected: _____________
The gap may seem huge, but it can be
closed-with savings and over time!
My plan to close the gap:
Your plan could include saving more before retirement and part-time work,
reduced housing costs, more conservative spending, and so forth after retirement.
1. _________________________________________________________________
2. _________________________________________________________________
3. _________________________________________________________________
4. _________________________________________________________________
5. _________________________________________________________________ | 
