Retirement Funding

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CLIENT NAME:

SPOUSE NAME:

Assumed Inflation Rate: %

Options:

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YOU

A. Your age today:

B. At what age would you (realistically) like to retire?:

C. Saving years before retirement:

D. Current annual income:

E. Percent of annual income for your ideal retirement lifestyle: %

F. Based on that percentage, the annual amount in actual money terms TODAY is? (D X E):

G. How many years of retirement would you like to plan for? NSO Figures. Average Life Expectancy (Female: 73)/(Male: 67):

H. Time Value of money. What would the equivalent lump sum have to be in real money terms if inflation was assumed at %.:

I. Less estimated future retirement income from existing plans:

J. (H - I) Additional income you need to plan for:

SPOUSE