Retirement income worksheet

As your retirement draws closer, it pays to be prepared. Use this interactive worksheet to estimate your total monthly income in retirement and determine if you're on track to meeting your financial needs. Rest assured, your data won't be saved online.

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Who are you calculating for?

Monthly income sources

Myself
My spouse
Social Security
Error: Amount cannot exceed $1,000,000
Error: Amount cannot exceed $1,000,000
Pension
Error: Amount cannot exceed $10,000,000
Error: Amount cannot exceed $10,000,000
Employment income
Error: Amount cannot exceed $10,000,000
Error: Amount cannot exceed $10,000,000
Rental income
Error: Amount cannot exceed $10,000,000
Error: Amount cannot exceed $10,000,000
Veteran's benefits
Error: Amount cannot exceed $1,000,000
Error: Amount cannot exceed $1,000,000
Other
Error: Amount cannot exceed $1,000,000
Error: Amount cannot exceed $1,000,000
Taxes and expenses
If you included income sources for both you and your spouse, enter your combined estimated taxes and expenses below.
Federal income tax rate
Error: You must enter a percentage below 50%
State income tax rate
Error: You must enter a percentage below 50%
Local income tax rate
Error: You must enter a percentage below 50%
Estimated monthly expenses
(excluding taxes)
Error: Amount cannot exceed $10,000,000
Calculations in this worksheet are based on the total tax rate (federal, state, and local) that you enter. The tax rate or taxable amount of some income sources, such as Social Security, may differ and your personal tax rate may vary. We recommend you consult a tax advisor or financial advisor about your individual situation.

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