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Retirement and Income Needs Analysis
Retirement and Income Needs Analysis
Your Name and Contact Information
Client Name
Spouse First Name
Client's Age (Years)
Spouse's Age (Years)
Projected Retirement Age (Client)
Years Expected in Retirement (if married use joint life expectancy of Client and Spouse combined)
Assumed Average Pre-Retirement Investment Growth Rate
Projected Pre-Retirement Inflation Rate
Retirement Income Funding Target Calculation
Projected Retirement Income Need in Today's Dollars
Assumed Average Post-Retirement Investment Growth Rate
Projected Post-Retirement Inflation Rate
Estimated Social Security Benefits at Projected Retirement Age (Enter Monthly Benefit - Today's Dollars)
Estimated Defined Benefit Pension, Deferred Compensation, etc. (Annual in today's dollars)
Other Continuous Income Sources (Income Producing Real Estate, etc. - Annual in Today's Dollars)