Income Resources at Retirement

Social Security:                                  _________________
Earned Income after Retirement:         _________________
Pensions, IRA’s, etc:                           _________________
Interest Income and Dividends:           _________________
Tax Deferred Annuities:                       _________________

                                TOTAL:              _________________

Current Expenses:

Housing:                                            _________________
Includes rent or mortgage payment, property/real estate taxes, household maintenance.

Essentials:                                          _________________
Includes food, clothing, medical and dental bills.

Taxes:                                               _________________
Includes income and property taxes.

Utilities:                                             _________________
Includes gas, electric, telephone, etc.

Transportation:                                   _________________
Includes car loans, gas, car maintenance, plane, train, bus and taxi fares.

Leisure:                                             _________________
Includes Vacation home mortgage, entertainment, travel, club dues, hobbies.

Insurance:                                         _________________
Includes health, homeowners, life, long-term care.

Loan and Installment payments:           _________________
Includes credit card and charge card;   _________________
Gifts, charitable contributions;              _________________
Investments;                                      _________________
Other expenses;                                 _________________

Current Total Yearly Expenses:        $________________

 

Expenses During Retirement:

Housing:                                            _________________
Includes rent or mortgage payment, property/real estate taxes, household maintenance.

Essentials:                                          _________________
Includes food, clothing, medical and dental bills.

Taxes:                                               _________________
Includes income and property taxes.

Utilities:                                             _________________
Includes gas, electric, telephone, etc.

Transportation:                                   _________________
Includes car loans, gas, car maintenance, plane, train, bus and taxi fares.

Leisure:                                             _________________
Includes Vacation home mortgage, entertainment, travel, club dues, hobbies.

Insurance:                                         _________________
Includes health, homeowners, life, long-term care.

Loan and Installment payments:           _________________
Includes credit card and charge card;   _________________
Gifts, charitable contributions;              _________________
Investments;                                      _________________
Other expenses;                                 _________________

Retirement Total Yearly Expenses:  $_________________

Summary:

Income During Retirement:                $_________________
Expenses During Retirement:             $_________________

Balance:                                          $_________________

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