Retirement income worksheet

Use this interactive worksheet to estimate your total monthly income in retirement and determine whether it will meet your financial needs.  After you've entered your estimated income for each category, as well as your income tax rates and estimated monthly expenses, click Calculate at the bottom to see how much you'll need to withdraw from your investments each month.  You can print this worksheet to save for future reference, but your data will not be saved online.

To estimate your monthly expenses, use our retirement expense worksheet.

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Monthly income sources
Enter a value between 0 and 1,000,000. Total tax rates should not exceed 50%
		You		Your Spouse
Social Security		$		$
Pension		$		$
Employment income		$		$
Rental income		$		$
Veteran's benefits		$		$
Other		$		$
Taxes and expenses
Federal income tax rate			%
State income tax rate			%
Local income tax rate			%
Estimated monthly expenses (excluding taxes)			$
Results
Total pre-tax monthly income
Total monthly income tax liability
Total after-tax monthly income
Monthly income surplus or (shortfall)